VP, Solution Architect- Retirement Services

Job Description

Job Description: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 REMOTELYThe RoleThis 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 HaveDefined Contribution and Defined Benefit expertise requiredHealth & Welfare expertise desirableBachelor’s degree, minimum; Master’s degree preferredMinimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirableSeries 7 and 63 required (can be acquired in role)Approximately 50% travel requirementThe Skills You BringLeadership skills including coaching, mentoring, displaying Fidelity’s core values in all situationsInternal influence skills including organizational navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value versus risk of solutionsClient-facing consultation skill to understand needs, influence, and articulate value vs. risk/rewardPresentation skills at all levels (e.

g. , administrative, peers, executives), verbal and non-verbal, internal, and external including excellent written and verbal communication skillsIndustry/competitor knowledge and ongoing ‘student of the business’The Value You DeliverStrategic analysis of clients and prospects to identify potential administrative concerns which may require custom solutions and/or exception managementReviewing plan design, underwriting of legal plan documents, identifying non-standard product and service requirementsDeveloping creative solutions, understanding the financial and operational impacts, owning internal exception approval process stepsProviding 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 organizationsThe TeamOur 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 – FINRACategory:Sales SupportMost 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. 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. Welcome to NKYa building with a round roof01:30Welcome to New Hampshirea picnic area next to a lake01:40Company overviewAt 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 experiences. For information about working at Fidelity, visit FidelityCareers. com.

Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

EWJD3