Fidelity Investments
Vice President, Account Executive- 401K/Retirement Sales
Fidelity Investments, Virginia, Minnesota, United States, 55792
Vice President, Account Executive – 401K/Retirement Sales
Company: Fidelity Investments
Location: Virginia, United States
Employment type: Full-time
Seniority level: Executive
Job function: Other
Job Description The Account Executive (AE) is a strategic sales leader responsible for driving new business growth in the Mid and Large Market Corporate Defined Contribution space. Covering a multi‑state territory (FL, SC, NC, VA, GA, DC), the AE develops deep advisor and consultant relationships, leads complex pursuits, and delivers tailored retirement plan solutions that help organizations and their employees achieve better financial outcomes.
This role requires a balance of strategic thinking, sophisticated consultative selling, disciplined execution, and the ability to influence key decision‑makers across long institutional sales cycles.
The Expertise We’re Seeking
10+ years of institutional sales or senior client-facing experience
Proven sales success working with advisors, consultants, or intermediaries
Defined contribution expertise required
Experience engaging Mid / Large Market prospects ($50M–$250M in plan assets)
NASD Series 7 and 63 required
Bachelor’s degree required
Willingness to travel ~40%
The Purpose of Your Role As a senior institutional sales executive, you will lead acquisition efforts with defined contribution plan sponsors through influential advisor and consultant relationships. You will guide pursuit teams, orchestrate internal partners, and position Fidelity’s capabilities to win new plans, assets, and multi-product relationships. Your work directly fuels the organization’s long‑term growth strategy.
The Skills You Bring
Ability to quickly diagnose prospect needs and translate them into compelling strategies and solutions
Exceptional critical listening, discovery, and communication skills
Relationship selling expertise with advisors and consultants
Ability to successfully manage a complex, multi-stage institutional sale (typically 2+ months)
Strong fee and contract negotiation capabilities
Ability to analyze plan design, operations, and investments to create tailored recommendations
Mastery of the RFP process and finalist presentations
Ability to prioritize, manage time, and coordinate multiple efforts in a fast‑paced environment
Deep product and service knowledge across the DC landscape
The Value You Deliver
Full-service recordkeeping sales and growth of AUA/AUM
Multi-product sales across the WI portfolio
Development and execution of winning deal strategies
Creative thinking that differentiates Fidelity in a competitive market
Textbook preparation for Real Deal Prep, finals meetings, and post-finals advancement
Rigorous territory coverage and pipeline activity (meetings, calls, emails, LinkedIn engagement)
Accurate Salesforce.com forecasting and reporting
Strengthening advisor and consultant relationships that influence both new business and retention
Effective collaboration and leadership of internal partners across product, pricing, finance, and implementation
Seamless hand-offs to ensure successful onboarding
Full adherence to risk, compliance, pricing, and FINRA requirements
How Your Work Impacts The Organization Your success translates directly into new clients, new assets, and expanded product penetration—fueling Fidelity’s growth and strengthening our market position. In addition to acquiring new plans, you play a critical role in helping retain existing clients affected by mergers and organizational transitions. As the face of Fidelity in your territory, you set the tone for client confidence, advisor advocacy, and long‑term relationship value.
Certifications
Series 07 - FINRA, Series 63 - FINRA
Category Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.
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Location: Virginia, United States
Employment type: Full-time
Seniority level: Executive
Job function: Other
Job Description The Account Executive (AE) is a strategic sales leader responsible for driving new business growth in the Mid and Large Market Corporate Defined Contribution space. Covering a multi‑state territory (FL, SC, NC, VA, GA, DC), the AE develops deep advisor and consultant relationships, leads complex pursuits, and delivers tailored retirement plan solutions that help organizations and their employees achieve better financial outcomes.
This role requires a balance of strategic thinking, sophisticated consultative selling, disciplined execution, and the ability to influence key decision‑makers across long institutional sales cycles.
The Expertise We’re Seeking
10+ years of institutional sales or senior client-facing experience
Proven sales success working with advisors, consultants, or intermediaries
Defined contribution expertise required
Experience engaging Mid / Large Market prospects ($50M–$250M in plan assets)
NASD Series 7 and 63 required
Bachelor’s degree required
Willingness to travel ~40%
The Purpose of Your Role As a senior institutional sales executive, you will lead acquisition efforts with defined contribution plan sponsors through influential advisor and consultant relationships. You will guide pursuit teams, orchestrate internal partners, and position Fidelity’s capabilities to win new plans, assets, and multi-product relationships. Your work directly fuels the organization’s long‑term growth strategy.
The Skills You Bring
Ability to quickly diagnose prospect needs and translate them into compelling strategies and solutions
Exceptional critical listening, discovery, and communication skills
Relationship selling expertise with advisors and consultants
Ability to successfully manage a complex, multi-stage institutional sale (typically 2+ months)
Strong fee and contract negotiation capabilities
Ability to analyze plan design, operations, and investments to create tailored recommendations
Mastery of the RFP process and finalist presentations
Ability to prioritize, manage time, and coordinate multiple efforts in a fast‑paced environment
Deep product and service knowledge across the DC landscape
The Value You Deliver
Full-service recordkeeping sales and growth of AUA/AUM
Multi-product sales across the WI portfolio
Development and execution of winning deal strategies
Creative thinking that differentiates Fidelity in a competitive market
Textbook preparation for Real Deal Prep, finals meetings, and post-finals advancement
Rigorous territory coverage and pipeline activity (meetings, calls, emails, LinkedIn engagement)
Accurate Salesforce.com forecasting and reporting
Strengthening advisor and consultant relationships that influence both new business and retention
Effective collaboration and leadership of internal partners across product, pricing, finance, and implementation
Seamless hand-offs to ensure successful onboarding
Full adherence to risk, compliance, pricing, and FINRA requirements
How Your Work Impacts The Organization Your success translates directly into new clients, new assets, and expanded product penetration—fueling Fidelity’s growth and strengthening our market position. In addition to acquiring new plans, you play a critical role in helping retain existing clients affected by mergers and organizational transitions. As the face of Fidelity in your territory, you set the tone for client confidence, advisor advocacy, and long‑term relationship value.
Certifications
Series 07 - FINRA, Series 63 - FINRA
Category Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.
#J-18808-Ljbffr