Job Description:
IDEAL CANDIDATE WILL LIVE IN THE TERRITORY THEY WILL BE SUPPORTING, WHICH INCLUDES THESE METRO AREAS:
HOUSTON, DALLAS/FORT WORTH, CHICAGO, MINNEAPOLIS, ANN ARBOR, KANSAS CITY, ST LOUIS, AND COVINGTON/CINCINNATI
The VP, Workplace Regional Leader role, is part of Fidelity's Personal & Workplace Investments Organization.
As a Workplace Regional Leader you will lead, develop and coach a team who engages participant-level education and guidance in an effort to drive and deepen participant engagement.
The Purpose of Your Role:
VP, Workplace Regional Leader role will be responsible for exceeding defined targets while maintaining high client satisfaction levels and adhering to all regulatory compliance requirements. It will be your responsibility to motivate and inspire your team, creating an environment where they can thrive. It will also be your responsibility to observe and coach your associates as they deliver education and guidance via on site one-on-one appointments, on site workshops, virtual one on one appointments, and virtual workshops with participants in various employer sponsored plans. You are an expert in your region for the opportunities and challenges associated with delivering on our participant engagement strategy. You will lead you team in partnering with Relationship Management and working with Plan Sponsors to uncover needs, deliver solutions and support a feedback loop that drives continuous improvement.
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How Your Work Impacts the Organization:
As a Workplace Regional Leader within the Tax-Exempt Market and Retirement Solutions Organization, you're leading a field-based team tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. Your organization is providing value to Fidelity in a variety of ways to include, increasing cash flow through increasing employee deferrals, and delivering crossover customers that create Personal & Workplace Investment flows.
The Expertise We're Looking For:
- Series 7, 63 & 65/66 and Insurance licenses required
- Bachelor's Degree required, Master's Degree preferred & CFP certification preferred
- Series 9/10 and/ or 24 license required
- Minimum of 7-10 years of experience in the financial services industry
- Minimum of 5 years of proven sales management experience and proven track record of exceeding team sales targets
- Advanced knowledge of financial planning concepts; including a general understanding of applicable tax and estate planning issues.
The Skills You Bring:
- A process to coach and develop your associates
- Proven sales success utilizing a consultative sales process
- Exceptional presentation skills and ability to engage an audience
- Financial Services and Institutional Retirement Plan experience
- In-depth knowledge of the objectives, features, and benefits of Fidelity's solutions
- Self-motivated, team player
- Comfort with frequent travel, up to 75%
- Exceptional relationship management skills
The Value You Deliver:
- Coaching Educators and Planners to deliver fundamental or, as appropriate, complex guidance to workplace plan participants through face-to-face and virtual meeting observations utilizing Fidelity's suite of tools
- Executing an action plan to train your team and ensure your associates maintain a thorough knowledge of Fidelity's product offering while providing a broad range of guidance services to our individual participants to foster asset retention and growth
- Utilizing your in-depth knowledge of your region's opportunities and challenges, you are consistently reviewing regional coverage needs and aligning the appropriate resources to meet the plan need/opportunity
- Ensuring strong partnerships with Relationship Management and other business partners to achieve client satisfaction and loyalty measures as determined by the business unit
Certifications:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 24 - FINRA, Series 63 - FINRA, Series 66 - 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. 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.
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.