Full-Time

Director – Product and Service Consultant

Retention-Retirement Services

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Compensation Overview

$85k - $144kAnnually

+ Bonus + Variable Compensation

Senior, Expert

Boston, MA, USA + 5 more

More locations: Westlake, TX, USA | Smithfield, RI, USA | Merrimack, NH, USA | Greenwood Village, CO, USA | Cincinnati, OH, USA

Requires onsite presence every other week in a Fidelity office.

Category
Customer Success Management
Sales & Account Management
Required Skills
Sales
Requirements
  • Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health & Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.)
  • Bachelor’s Degree required / MBA or other advance degree a plus
  • Minimum 7 years related product or industry experience / Fidelity experience desirable
  • Series 7 and 63 required (can be attained in role)
  • Approximately 10-15% travel requirement
Responsibilities
  • Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies.
  • Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery.
  • Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos.
  • Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs.
  • Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process.
  • Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers.
  • Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery.

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 also access personalized market information through widgets and features like the Watch List Visualization on iPad, which allows them to track stock price changes over time. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the tools and information they need to make informed financial decisions.

Company Stage

Debt Financing

Total Funding

$120.2B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased adoption of wearable tech could boost Fidelity's mobile solutions.
  • Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.
  • Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

What critics are saying

  • Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.
  • Increased competition from Vanguard's new division could draw clients away from Fidelity.
  • Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.
  • Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

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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