Regional Vice President, Executive Service
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Job Description
Regional VP for Executive Services at Fidelity managing a team of Executive and Benefits Consultants. Responsible for staff development and addressing plan sponsor needs with a focus on compliance.
Responsibilities:
- functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Benefits Planning Consultants (BPCs)
- responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth
- work closely with their team to address a broad set of plan sponsor and Executive needs
- ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge
- ensure compliance with investment industry policies, procedures and processes related to regulatory, compliance, and audit requirements
- report to and work collaboratively with the Regional Head within the Fidelity Workplace Wealth Planning Group
Requirements:
- Series 7 (General Securities) and Series 9/10 (General Supervisory Principal) and Series 66 (Investment Advisor) licenses required
- Bachelor's degree and advanced degree preferred
- CFP, CFA or equivalent recommended
- Deep knowledge in institutional sales & relationship management, wealth planning and benefits guidance preferred
- A minimum of 10+ years of relevant financial services experience required and proven track record in sales management
- Relevant HNW client experience in dealing with complex wealth management issues
- Proven track record of building and maintaining high-performing teams
Benefits:
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off
- parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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