Job Description:

The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.

In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.

The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.

The Regional VP will report to and work collaboratively with the Regional Head within the Fidelity Workplace Wealth Planning Group, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.

Primary Responsibilities

• Responsible for the hiring, training, performance management, coaching and development of ES staff. Responsible for on boarding and cultural integration of new ES associates
• Accountable for overall business results within their territory – including but not limited to loyalty and AUA/AUM growth
• Overall responsibility for ensuring consistent use and implementation of technology, training, and other new initiatives/priorities
• Support the ES team to drive improvements to the overall offering, products, systems, processes, policies, and procedures that can help enhance the Executive experience, Plan Sponsor experience, business growth and associate satisfaction
• Accountable for ensuring compliance with regulatory requirements; perform periodic reviews and compliance audits. Manage all relationship and sales practice and Plan Sponsor escalations. Oversight for all audit related issues; institute processes to ensure compliance as required
• Manage cross-company partnerships and alliances designed to acquire and drive business opportunities. Develop and maintain business partner relationships and participate in corporate leadership activities (multi market/local events, national and channel meetings, market meetings, etc.) translating and communicating information and strategy for ES staff
• Provide input to help shape the evolution of the Executive Services offering
• Oversee the management of the physical space both internally and externally

Other Responsibilities

• Partner with PWI teams to help define launch/implementation plan details including positioning, key messages, and marketing materials
• Participate as needed in sales and relationship management activities with Plan Sponsors and Executives
• Work across PWI to analyze current state and identify potential improvements. Participate in cross-functional working teams to clarify and validate new initiatives
• Help develop and monitor new deliverables to ensure appropriate design and implement pilot programs to evaluate effectiveness
• Partner with LRC to implement and deliver new policies, technologies, and operational efficiencies to comply with ongoing/evolving regulatory obligations
• Following standard practices, help prepare any necessary information, reports, or proposals to address client issues or business development opportunities
• Help manage ES infrastructure including relationship management, processing, and service
• Establish and maintain working relationships internally (product, marketing, and distribution and externally (key centers of influence at Plan Sponsors)

Education and Experience

• Series 7 (General Securities) and Series 9/10 (General Supervisory Principal) and Series 66 (Investment Advisor) licenses required.
• Bachelor's degree and advanced degree preferred. CFP, CFA or equivalent recommended.
• Deep knowledge in institutional sales & relationship management, wealth planning and benefits guidance preferred.
• A minimum of 10+ years of relevant financial services experience required and proven track record in sales management. Relevant HNW client experience in dealing with complex wealth management issues.
• Proven track record of building and maintaining high-performing teams

Skills and Knowledge

• Solid understanding of workplace benefits plans, High Net Worth products and services, consultative skills, and planning/guidance tools.
• Superior presentation and communication skills with the ability to interface at any level within and outside the firm
• Strong interpersonal skills and a team player
• Ability to navigate through a complex, multi-level business environment to deliver results
• Ability to work through ambiguity and manage multiple conflicting priorities
• Comfortable operating independently while effectively collaborating with business partners to achieve goals
• Strong analytical capabilities
• Excellent planning, organizing and time management skills
• Strong Microsoft Excel and PowerPoint skills, with the ability to create executive-level/ UHNW communications and presentations.
• Ability to travel up to 50%

Certifications:

Category:

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.