Full-Time

VP – Defined Benefit/Non Qualified Account Executive

Posted on 3/17/2025

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

No salary listed

Expert

Company Historically Provides H1B Sponsorship

Boston, MA, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Enterprise Sales
Sales & Account Management
Required Skills
Sales
Connection
Connection
Connection
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Requirements
  • Bachelor’s degree
  • 15+ years WI Sales experience across multiple products, including direct sales through sophisticated deals to large organizations.
  • Relationship Management and Sales experience (ideally, both as an individual contributor and leader) with an ability to navigate a matrixed organization, influence business leaders / partners and product development, bringing forward tailored solutions
  • Sales discipline and strong pipeline management skills
  • Expertise mentoring senior and developmental talent to address business development efforts
  • A consultative and strategic sales mindset and a willingness to collaborate across Fidelity Workplace Consulting to leverage strategic approaches with your sales approachWorking with leadership to drive a multi-year strategy and effort
Responsibilities
  • Collaborating with Consultants, Actuaries, Relationship Managers, and other Sales Account Executives to identify viable prospects and build new opportunities;
  • Engaging sponsors directly (including activity-based prospecting of external prospects) and close deals.
  • Working with Actuarial leads and assigned actuaries to identify and target opportunities.
  • Mentoring and developing new business development capabilities, process and organization among Actuaries
  • Maintaining detailed understanding of the technical aspects of Defined Benefit Actuarial and positions Fidelity’s product in an effective manner.
  • Working with external DB Consultants (including Actuarial SMEs) to promote Fidelity’s capabilities.
  • Delivering presentations and materials describing product features, concepts and process in a language that is significant to the client audience.
  • Efficiently documents activity and ensures clean and accurate data is collected in CRM to successfully lead sales process.

Fidelity Investments offers a range of financial services and products designed to help individuals manage their investments and stay informed about the markets. Their offerings include mobile applications like the Fidelity Market Monitor for Glass, which provides daily market quotes for major stock indices, and the Fidelity App for Windows Phone 8, which delivers news and trading tools. Users can personalize their experience with features like the Watch List Visualization on iPad, which allows them to track stock price changes over time using a heatmap. Fidelity differentiates itself from competitors by continuously testing and launching new products through Fidelity Labs, ensuring that they stay ahead in providing useful tools for investors. The company's goal is to empower individuals with the information and tools they need to make informed investment decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$125.2B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Fidelity's upcoming crypto trading service aligns with the digital finance trend.
  • Fidelity's custody services for MyStonks boost its security and innovation image.
  • Increased interest in municipal bonds benefits Fidelity's new ETFs.

What critics are saying

  • Fidelity's crypto trading service may face regulatory scrutiny and compliance challenges.
  • Competition from blockchain platforms like MyStonks could shift customer preferences.
  • Fidelity's municipal bond ETFs may struggle if market conditions favor other assets.

What makes Fidelity Investments unique

  • Fidelity's partnership with MyStonks enhances its blockchain technology reputation.
  • Fidelity's new municipal bond ETFs cater to investors seeking safe investments during downturns.
  • Fidelity's collaboration with UVU promotes financial literacy among younger demographics.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Company News

PR Newswire
May 10th, 2025
MyStonks Launches Industry-Leading On-Chain U.S. Stock-Token Marketplace with 100% Custody Backing

To ensure the security of user assets, MyStonks has partnered with Fidelity, which provides custody services (Fidelity Custody) for platform users' U.S. stock holdings.

U.S. Securities and Exchange Commission
Apr 29th, 2025
SEC FORM D

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

Elif Ergün Photography
Apr 19th, 2025
Fidelity to launch crypto trading within weeks, report says

On Monday, Bloombergreported that finance services behemoth Fidelity Investments will launch a cryptocurrency trading service "within a few weeks."

The Times of India
Apr 16th, 2025
HomeFirst raises Rs 1.2k cr through QIP - Times of India

India-Business News: MUMBAI: HomeFirst Finance has raised Rs 1,250 crore through a qualified institutional placement, issuing 1.28 crore equity shares at Rs. 970 each, a 4.

MSPCC
Apr 11th, 2025
Turning Points: An Evening to Benefit MSPCC

Outgoing MSPCC Board of Advisors Chair Chuck Senatore received the 2025 MSPCC Voice of the Child award for his years of service to MSPCC.

INACTIVE