Job Description:
This dynamic role is well-suited for someone who enjoys solving Fidelity Workplace Investing (WI) clients’ and prospective clients’ most complicated requirements in a fast-paced, unexpected environment. If you are motivated by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you!
ROLE MAY BE BASED REMOTELY NATIONWIDE
The Role
This client facing role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) NonQualified Plan clients in support of WI sales and client retention goals. As a Solution Architect, you are responsible for performing a comprehensive analysis of client NonQualified plan requirements, comparing plan document provisions against our product and services, problem solving for unique plan features, and representing the Fidelity solution during the sales or rebid process.
This role relies heavily on your knowledge of Fidelity’s DC and NonQualified Plan products, services and processes and your ability to think strategically, coordinate with clients and their consultants, and collaborate with internal business partners.
The Expertise You Have
Defined Contribution and NonQualified plan expertise required
Bachelor’s degree, minimum; Master's degree preferred
Minimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirable
Series 7 and 63 required (can be acquired in role)
Approximately 50%+ travel requirement
The Skills You Bring
Leadership skills including coaching, mentoring, displaying Fidelity’s core values in all situations
Internal influence skills including organizational navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value versus risk of solutions
Strong Client-facing consultation skills to understand needs, influence, and articulate value vs. risk/reward
Strong presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal, and external including excellent written and verbal communication skills
Industry/competitor knowledge and ongoing student of the business
The Value You Deliver
Strategic analysis of clients and prospects to identify potential administrative concerns which may require custom solutions and/or exception management
Reviewing and leading plan design, underwriting of legal plan documents, identifying non-standard product and service requirements
Developing creative solutions, understanding the financial and operational impacts, owning internal exception approval process steps
Providing subject matter expertise on retirement and benefit issues during the sales and rebid process.
Presenting Fidelity’s differentiation in the employer benefits community through thoughtful proposal responses, high impact presentations, and coaching team members for presentations.
Collaborating with prospective clients and representing the Fidelity value proposition as part of the broader solution offering.
Catalyzing change within the team and business unit with an eye for customer needs.
Providing real time market feedback to product, systems, and marketing organizations
The Team
Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.
The base salary range for this position is $118,000-$189,000 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.