VP, Core Market Tax Exempt Product Specialist
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Job Description
Tax-exempt retirement sales specialist helping Fidelity win $20–100M plan clients. Partnering with Account Executives, Advisors, and TPAs on product expertise and finalist presentations.
Responsibilities:
- Pursue new-logo clients in the tax-exempt retirement plan marketplace
- Partner with selling and support teams
- Support business development efforts with Financial Advisors and TPAs
- Build and maintain relationships with Fidelity Account Executives, TPAs, and Financial Advisors across half of the country
- Educate teammates and outside partners on Fidelity processes and services
- Work with internal partners on key projects with Tax-Exempt product, marketing, and sales support teams
- Support Account Executives in winning new tax-exempt retirement plans in the $20–100M plan marketplace
- Ensure the sales approach sets clients and Advisors up for success after onboarding
- Act as the Tax-Exempt subject matter expert for Core Market sales in the $20–100M plan market
- Assist with wholesaling meetings and sales finalist presentations
- Provide feedback to the Proposal Database team to improve database responses
- Provide input on new products and services based on Financial Advisor, TPA, and new-business requirements
- Perform other duties as assigned
Requirements:
- Bachelor’s degree required
- Series 63 and 7 required
- Defined contribution, including service model, processes, and platform knowledge
- Knowledge and experience with tax-exempt recordkeeping
- Approximately 50% travel requirement
- Relationship-building and partnering with internal and external parties
- Coaching and mentoring skills
- Presentation skills
- Proactive and organized
- Ability to collaborate and establish internal and external relationships
- Excellent verbal and written communication skills
- Sound business judgment
- Creative problem-solving ability combining analytical and critical thinking
- Agility and flexibility to reconcile conflicting demands and pivot as needed
- Curiosity about people, business, economics, and product solutions
- Fidelity will not provide immigration sponsorship for this position
Benefits:
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement benefits
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
- Bonus or other variable compensation may be included depending on position and eligibility
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