Job Description:

Account Executive (AE) will lead acquisition effort with Mid and Large Market corporate Defined Contribution plan sponsor prospects in a multi-state territory (NYC, NJ, PA). Emphasis is on effective sales process execution and territory development.

The Expertise We're Looking For

• 10+ years institutional sales or client-facing experience required.
• Defined contribution experience strongly required.
• Mid or Large market experience preferred.
• Requires ~40% travel.
• NASD Series 7 and 63 required.
• College degree required.

The Purpose of Your Role

As an institutional sales executive, you will be responsible for prospecting and advancing opportunities. You'll help lead pursuit teams, responsible for developing and maintaining strong relationships internally and externally.

The Skills You Bring

• Ability to comprehend and conceptualize prospect needs / interests and devise effective strategies
• Critical listening, questioning and communication skills (written and verbal).
• Relationship selling skills (B2B client and external consultant)
• Ability to sustain the complex sale and longer institutional cycle (typically 2+ months).
• Complex and competitive fee and contract negotiation.
• Ability to analyze plan design, operations, investments, and recommend specific solutions.
• Demonstrated product and service subject matter expertise.
• Ability to coordinate RFP process.
• Exceptional prioritization, time management and organizational skills.

The Value You Deliver

• Defined Contribution sales (full-service recordkeeping).
• AUA (assets under administration) sales.
• AUM sales.
• Multi-product sales.
• Deal strategy development (in close collaboration with manager).
• Creative thinking (deal strategy / tactics)
• Real Deal Prep Process.
• Finals preparation and presentation.
• Post Finals advancing and closing strategy / execution.
• Coverage and activity requirements (calls, emails, meetings, LinkedIn).
• Salesforce.com reporting and forecasting.
• Consultant relationships.
• Internal business partner leadership and collaboration.
• Efficient hand-offs to Implementation.
• Compliance with WI Finance pricing / risk and policies
• Adherence to FINRA / other sales practice and other reqs.
• FINRA licensing

How Your Work Impacts the Organization

You will help Fidelity and WI grow through the acquisition of new clients, assets and multi-product relationships. AEs also help retain existing clients merging with other organizations.

The base salary range for this position is $75,000 - $100,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.