VP, Regional Account Executive- 401K Sales

Fidelity Investments is a leading financial services company, and they are seeking a Vice President, Regional Account Executive to drive growth in their 401(k) recordkeeping and workplace solutions. The role involves engaging with financial advisors and small business decision-makers to develop tailored retirement solutions and managing a territory-level business plan.

Responsibilities:

• Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory
• Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions
• Develop and manage a territory‑level business plan, including pipeline development, segmentation, and coverage strategy
• Partner with internal teams and Retirement Leadership to drive coordinated go‑to‑market execution
• Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits
• Deliver compelling presentations and marketing insights to build brand awareness and generate demand
• Cultivate durable, trust‑based relationships through proactive follow‑up and disciplined sales execution
• Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals
• Influence advisor and sponsor decision‑making through data‑driven recommendations and strategic planning
• Proven success in consultative sales, financial services, or benefits‑related industries
• Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred
• Ability to navigate complex planning conversations and adapt recommendations as client needs evolve
• Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets
• Thrives in a fast‑paced, collaborative, performance‑driven environment
• FINRA Series 7 and Series 63 required
• Study time provided to obtain required licenses within two months of hire

Requirements:

• Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory
• Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions
• Develop and manage a territory‑level business plan, including pipeline development, segmentation, and coverage strategy
• Partner with internal teams and Retirement Leadership to drive coordinated go‑to‑market execution
• Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits
• Deliver compelling presentations and marketing insights to build brand awareness and generate demand
• Cultivate durable, trust‑based relationships through proactive follow‑up and disciplined sales execution
• Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals
• Influence advisor and sponsor decision‑making through data‑driven recommendations and strategic planning
• Proven success in consultative sales, financial services, or benefits‑related industries
• Ability to navigate complex planning conversations and adapt recommendations as client needs evolve
• Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets
• Thrives in a fast‑paced, collaborative, performance‑driven environment
• FINRA Series 7 and Series 63 required
• Study time provided to obtain required licenses within two months of hire
• Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred