VP, Solution Architect - Retirement Services
Fidelity
Job Title
This dynamic role is well-suited for someone who enjoys solving Workplace Investing 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!
Associate may be based remotely.
The Role
This role works closely with Account Executives to win our largest corporate clients in support of WI sales goals. As a Solution Architect, you are responsible for performing a comprehensive analysis of client requirements, comparing plan document provisions against our product and services, problem solving for unique plan features, and representing the Fidelity solution during the sales process.
This role relies heavily on your knowledge of Fidelity's 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 Defined Benefit expertise required
Health & Welfare expertise desirable
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
Client-facing consultation skill to understand needs, influence, and articulate value vs. risk/reward
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 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.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Sales Support