VP, Advisor Consultant

This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace. You will identify, build, and maintain strong relationships with Advisors in your territory which covers Washington, Oregon, Northern California. As an Advisor Consultant, you will focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients. Fidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services.

Responsibilities

Partner with our selling teams; support our business development efforts with Advisors; build our presence in the Advisor retirement plan marketplace; identify, build, and maintain strong relationships with Advisors in your territory which covers Washington, Oregon, Northern California; educate Advisors, firms, and partners on our services and processes; partner and be responsible for key projects with our Vice President of External Business Development; serve our Advisor partners in ways that support their ability to grow and provide excellent experiences for our mutual clients; develop an Advisor network focused on growing and better servicing clients with Fidelity; create Advisor centric sales strategies with selling teams; engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions; support selling teams to deliver best in class sales meetings with Advisors; work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system; advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts; be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners; contribute to product development and process improvement efforts

Requirements

Fidelity will not provide immigration sponsorship for this position; Experience in a business development or sales role; Understanding of Advisor value proposition and experience; Track record of running successful initiatives and projects; Passion for relationship building and partnering; Curious mind-set combined with a dynamic and flexible operating style; Project organization, management, and deployment; Series 7 & 63 licenses need to be acquired upon accepting the role; Previous experience and knowledge of the retirement benefits landscape are must-haves; Excellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partners; External communication and relationship management experience that positions you to be an ambassador for Fidelity’s Advisor-friendly solutions; Creative problem solving with an ability to combine analytical and critical thinking; Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities; Curiosity about people, business, economics, and our product solutions; Series 07 - FINRA; Series 63 - FINRA

Benefits

comprehensive health care coverage and emotional well-being support; market-leading retirement; generous paid time off and parental leave; charitable giving employee match program; educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career; bonus or other variable compensation