Job Description:
Job Title: Vice President, Workplace Giving Sales Account Executive
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Do you love to influence how organizations can build the best benefit programs for their employees?
The Workplace Giving Sales AE (WGSAE) drives adoption of Fidelity’s Workplace Giving and philanthropic solutions. They work with plan sponsors, advisors, and internal teams to build and carry out impactful programs.
In this role, you will collaborate with employers to develop and improve their philanthropic programs. You will coordinate Fidelity’s complete solutions, such as Workplace Giving, Fidelity Philanthropic Consulting, and Fidelity Charitable®. These efforts aim to build scalable experiences that increase employee involvement and charitable outcomes.
As the primary point of engagement in your market, you will take a consultative approach to identify client needs, develop strategy, and position how philanthropic solutions coordinated through seamless platform connectivity and tax-advantaged giving capabilities can deliver measurable value to both employers and employees!
You will partner closely with Managing Directors and cross-functional teams to bring forward cohesive strategies that help clients define, manage, and enhance their philanthropic impact—while driving strong program adoption, differentiation, and long-term growth.
The Expertise and Skills You Bring
5 plus years of proven success in consultative sales, influencing decision-makers, and driving solution adoption within financial services, employee benefits, or related industries
Strong relationship-building and communication skills, with the ability to uncover customer requirements and present compelling, tailored solutions
Knowledge of Workplace Investing, employee benefits, or financial services; familiarity with CSR, workplace giving, philanthropic solutions, or Fidelity internal functions is a plus
Ability to manage territory, pipeline, and time effectively in a goal-driven environment
Strong presentation skills across virtual, phone, and in-person channels with diverse stakeholders
A problem-solving demeanor with the agility to adapt as client needs and solutions evolve
Series 7 and 63 required (or ability to acquire within 2 months of hire)
Drive adoption of Workplace Giving solutions through consultative engagement with plan sponsors, advisors, and internal partners
Partner with employers to design and implement philanthropic programs that enhance employee engagement and maximize charitable impact
Position the value of Fidelity’s integrated philanthropic solutions—including giving, matching, volunteering, and donor-advised fund capabilities
Build and execute territory plans, develop a strong pipeline, and contribute to overall sales growth
Leverage market insights and client feedback to strengthen positioning and generate demand
Demonstrate disciplined execution through strong preparation, follow-up, and relationship management
Collaborate with Fidelity Charitable® and Fidelity Philanthropic Consulting to deliver a comprehensive, integrated solution that streamlines giving and improves impact
The Team
Fidelity Workplace Investing offers a broad range of integrated financial, health, and benefits solutions—combining innovative technology, strategic collaboration, exceptional service, and an engaging employee and advisor experience to drive better outcomes.
The Workplace Investing Sales organization is responsible for helping employers deliver successful, comprehensive benefits programs that improve employees’ overall financial well-being.
Fidelity Workplace Investing Emerging Products Sales sits within this environment and is a multi-product, multi-channel, collaborative group passionate about bringing new solutions to Workplace Benefits through Managing Directors, Advisors, and Plan Sponsors.
The base salary range for this position is $125,000 - $150,000 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.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
SalesApply
All fields are required.
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.
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.