The Team

Workplace Investing Sales is a collaborative, fast paced and exciting environment. In this role you will be responsible for supporting multiple selling teams to ultimately drive sales and grow long term relationships with plan sponsors and trusted advisors. You will have responsibility for prioritizing, organizing, and leading the hand-off process from sales to implementation which includes coordinating with both internal stakeholders, advisors, plan sponsors, third-party administrators, external recordkeepers and mutual fund providers to ensure all features and setup of the plan is enabled correctly.

The Sales Strategist, Case Manager role will support Sales teams selling $1-100M plan size. This role will serve plan sponsors and their advisors and is focused primarily on supporting confirmed sales from sales commitment through implementation. Multi-product knowledge including Nonqualified DC, Workplace Solutions (e.g., HSA, Student Debt) and Fiduciary Services is a key focus as these products are frequently implemented with DC plan services. Responsibilities include internal audit of pricing and funds to ensure profitability and risk mitigation,

consultation of available fund options and confirmation of fund lineups with Sales, advisors, and plan sponsors,

pricing adjustments, as needed, based on changes to funds and/or services. It requires the ability to effectively influence internal and external partners to take action, proactively assess needs and identify issues with a focus on systematic problem resolution.

The Expertise You Have

• Knowledge of defined contribution, nonqualified, Workplace Solutions and/or financial services industry
• Strong understanding of financial advisors and/or third-party administrators
• Experience working with sales teams or in collaborative partnerships
• Advanced investment product knowledge
• Effectively build and maintain relationships
• Good business acumen
• Minimal travel requirement (< 5%)
• Series 7 and 63 Required
• Bachelors Degree or equivalent with 7+ years' experience or Masters Degree with 4+ years' experience

The Skills You Bring

• Superb project management skills including the ability to prioritize and pivot based on changing client needs
• Outstanding attention to detail
• Strong emotional intelligence and interpersonal skills
• Excellent written and verbal communication skills
• Ability to thrive in a very fast-paced demanding environment
• Successful collaboration and interpersonal skills to influence and negotiate with external stakeholders and clients and internal team members at all levels of the organization
• Advanced problem resolution skills - adept at doing an analysis to comprehend the causes of the problems and determine the possible solutions
• Strong individual contributor within a team environment

The Value You Deliver

• Review and discuss all optics of sold plan and considerations with sales team
• Engage Implementation following plan audit of assets, participant count, and plan features
• Provide support from sales commitment through implementation of plan services. Proactively managing the sales hand-off process for new business within critical project deadlines.
• Provide consultation to sales, advisors and plan sponsors regarding available fund and investment options including Fidelity managed account services for plans $20M+ (PP&A)
• Address and resolve any inquiries and issues identified by Implementation and/or advisors related to sold plans
• Submit and follow exception requests to Exception Committee (ECM) and/or WI Business Acceptance Committee (WIBAC) for non-standard investment and service offerings
• Facilitate the collection of plan documents required from prior recordkeeper ($50-$100M plans)

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.