Job Description:
Job Title: Core Account Manager- 401K Sales Delivery
Note: Fidelity will not provide immigration sponsorship for this position
The Role
This role is designed for someone who enjoys being involved in the pursuit of new Workplace Investing clients in a fast-paced and unpredictable environment. If you’re energized by being part of a hard-working, creative and collaborative team that loves to win, this role is for you.
The Expertise And Skills You Bring
Bachelor’s Degree or equivalent with 7 years’ experience / Master’s Degree or other advance degree a plus
Knowledge of defined contribution, nonqualified, workplace benefits and/or financial services industry
Strong understanding of financial advisors and/or third-party administrators
Experience working with sales teams or in collaborative partnerships
Advanced investment product knowledge
Effectively build and maintain relationships
Series 7 and 63 Required or attained in 90 days
Minimal travel requirement (<5%)
Outstanding attention to detail
Ability to take initiative in ownership of client deliverables
Strong project management skills
Excellent written and verbal communication skills
Ability to thrive in a very fast-paced demanding environment
Strong organizational and time management skills
Solid collaboration skills and interpersonal skills to communicate effectively with business partners and team members at all levels of the organization
Strong individual contributor within a team environment
Creative problem-solving skills
Intuition for business ability and desire to learn and upgrade knowledge of industry/regulatory trends that impact retirement plan design and the impact to plan sponsors and participants
Engage with advisors and clients in all phases of the sales process and implementation handoff
Provide support from initial pricing through Implementation. Managing the proposal activities and sales process for new business opportunities including developing responses, planning, organizing timeline and project deliverables
Perform client data analysis to support the positioning of our products value in the sales process. Manage and maintain responses to improve proposal drafts and proposal database For sold plans, engage Implementation following plan audit of assets, participant count, and plan features Proactively manage the sales hand-off process for new business within critical project deadlines Provide consultation to sales, advisors and plan sponsors regarding available fund and investment options including managed account services Address and resolve any inquiries and issues identified by Implementation and/or advisors related to sold plans
The Team
This Core Account Manager role is part of the WI Sales SOAR (Sales Optimization Acceleration and Retention) group that is a part of Workplace Investing Sales. SOAR drives efficient, innovative, creative ways to win new sales and deepen client relationships to increase economic vitality while gaining loyal customers. This role will partner with Account Executives to serve advisors and prospective clients in the Mid-Market ($50M-$100M) focused primarily on Defined Contribution but will also assist with other products such as Health Savings Accounts, Nonqualified Defined Contribution and Managed Account services. This role is designed to work collaboratively with Sales Account Executives to facilitate the end-to-end sales process with prospective clients in an effort to win new business.
The base salary range for this position is $83,000 - $120,000 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.
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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Sales SupportApply
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Hybrid work schedule
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 all business days of every other week in a Fidelity office.
Applicant screening
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 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.