Director – Product and Service Consultant-Tax Exempt Market

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Job Title: Director, Product and Service Consultant

The Role

This role is designed for someone who enjoys being involved in the pursuit of new logo Workplace Solution 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 required
• Series 63 and 7 required for this position (can be acquired in the role)
• Defined contribution, Defined benefit knowledge including service model, processes, and platform knowledge
• Approximately 5-10% travel requirement 
• Ability to take initiative in delivery of client results
• Exceptionally strong business partner with ability to collaborate and establish relationships
• Strong project management skills
• Excellent written and verbal communication skills
• Ability to thrive in a very fast-paced demanding environment
• Good business judgement – focus efforts on key priorities, use business partners, etc. 
• Leading the RFI/RFP process for new business opportunities including drafting and solicitation of custom responses, service model and SLA documentation, multi-product pricing, and oversight of overall end-to-end response
• Coordinating all activities for prospect/client sales calls and finalist's presentations including agenda development, speaker preparation, site logistics, presentation materials development, and participating in product capabilities and technical demos
• Coordinating review of all non-standard items with the appropriate review committees; prepare review documents, determine appropriate parties to attend meeting, support positioning of the non-standard items and find solutions or action plan for RFP responses
• Differentiating Fidelity’s products and services with customized responses to prospect inquiries
• Providing feedback to Proposal Consultants to improve proposal drafts and proposal database
• Providing input on new products and services based on changing consultant and new business requirements

The Team

This Product and Service Consultant role is part of Sales Operations in the Workplace Investing Sales organization. This role will serve prospective clients in our Tax-Exempt market. The Sales, Optimization, Acceleration, and Retention (SOAR) group is crafted to work collaboratively with the Sales Account Executives to provide information to prospective clients in an effort to win new business.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Sales Support

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.