Fidelity Investments
VP, Defined Benefit/Non Qualified Account Executive
MA
Mar 18, 2025
Full Job Description

Job Description:

You will help address large DB plan sponsor Actuarial and Enterprise and DCNQ needs with our comprehensive solutions. Our strategies include industry leading DB Actuarial, coordinated Investment and supporting Administration Services including DB and DCNQ. The leader will collaborate across organizations to optimize our effort. Large Actuarial relationships represent an attractive long-term growth opportunity for Fidelity. Further, sustaining and continuing to promote Fidelity's position as the market leader in the DCNQ space is of paramount importance and you will need to apply your sales skills to this domain as well.

The Team

The sales leader will work with Fidelity Workplace Consulting, Relationship Management, existing DC client and non-client DB plan sponsors, Sales and Consultant Relations to grow the business. Fidelity's combination of services represents an outstanding value proposition to plan sponsors in a multifaceted DB and DCNQ markets.

The Expertise You Have

  • Bachelor's degree
  • 15+ years WI Sales experience across multiple products, including direct sales through sophisticated deals to large organizations.
  • Relationship Management and Sales experience (ideally, both as an individual contributor and leader) with an ability to navigate a matrixed organization, influence business leaders / partners and product development, bringing forward tailored solutions
  • Sales discipline and strong pipeline management skills
  • Expertise mentoring senior and developmental talent to address business development efforts
  • A consultative and strategic sales mindset and a willingness to collaborate across Fidelity Workplace Consulting to leverage strategic approaches with your sales approachWorking with leadership to drive a multi-year strategy and effort

The Skills You Bring

  • Senior institutional sales professional with outstanding prospecting, presentation and closing skills.
  • Experience working on sophisticated sales opportunities.
  • Crafting and implement processes to ensure accurate CRM data, activity-based coverage,
  • Prospecting systems for yourself and others and senior relationships selling strategies.
  • Leading cross-functional and organizational sales efforts.
  • Thinking creatively and innovatively about sponsor needs, product / service development, coordinated marketing efforts and effective sales positioning / presentations.
  • Ability to understand DB and DCNQ products/ technical specifics, including Actuarial, related Investment (LDI, other) and supporting Administrative services.
  • Participating as part of multi-product combination sales efforts (DB Actuarial, DB / DC Administration).
  • Others respond successful to your influence, mentorship and process design / execution.
  • Prospecting and selling skills, instilling confidence and capability in associates without extensive sales strengths or experience.
  • Sales discipline and pipeline management skills

The Value You Deliver

  • Collaborating with Consultants, Actuaries, Relationship Managers, and other Sales Account Executives to identify viable prospects and build new opportunities;
  • Engaging sponsors directly (including activity-based prospecting of external prospects) and close deals.
  • Working with Actuarial leads and assigned actuaries to identify and target opportunities.
  • Mentoring and developing new business development capabilities, process and organization among Actuaries
  • Maintaining detailed understanding of the technical aspects of Defined Benefit Actuarial and positions Fidelity's product in an effective manner.
  • Working with external DB Consultants (including Actuarial SMEs) to promote Fidelity's capabilities.
  • Delivering presentations and materials describing product features, concepts and process in a language that is significant to the client audience.
  • Efficiently documents activity and ensures clean and accurate data is collected in CRM to successfully lead sales process.

Certifications:

Category:

Sales

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.

PDN-9e756112-8205-4f47-95ba-e1652a05ff49
Job Information
Job Category:
Sales
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VP, Defined Benefit/Non Qualified Account Executive
Fidelity Investments
MA
Mar 18, 2025
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