SVP, Head of DC Sales

🔥 23 hours ago

🇺🇸 United States – Remote

💵 $185k - $400k / year

⏰ Full Time

🔴 Lead

🤑 Sales

👻 Ghost score 0%

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Lead the Defined Contribution sales organization by setting strategic vision and driving sustainable revenue growth • Expand Fidelity’s market leadership across Advisor DC, Core, and Large Plan Sponsor Market segments • Accelerate client acquisition and maximize sales effectiveness • Position Fidelity as the provider of choice in the retirement marketplace • Lead, develop, and maintain a highly motivated, highly productive sales team • Expand Fidelity’s Defined Contribution market position and win strategic mandates • Achieve asset, revenue, and market share objectives • Identify emerging market opportunities and influence enterprise priorities • Ensure Fidelity remains at the forefront of retirement industry innovation and client needs • Serve as Fidelity’s senior executive representative within the retirement marketplace • Strengthen Fidelity’s reputation and influence among plan sponsors, consultants, advisors, recordkeepers, and other stakeholders • Lead a team of 17 associates across Advisor DC, Core Plan Sponsor, and Large Plan Sponsor sales • Cover DC retirement advisors and plan sponsors across U.S. core and large-market segments, including plans above and below $1.25B

🎯 Requirements

• Bachelor’s Degree required; advanced degree preferred • 15+ years of progressive leadership experience in Defined Contribution, retirement, or institutional investment industry • Significant leadership responsibility and commercial accountability • Deep knowledge of retirement industry, including Defined Contribution plans, plan sponsor needs, participant outcomes, fiduciary considerations, recordkeeping, and retirement solutions • Proven ability to lead large-scale sales organizations, develop go-to-market strategies, increase market share, and achieve significant asset and revenue growth objectives • Strong network and credibility across plan sponsors, consultants, advisors, industry influencers, and key centers of influence • Series 7 and 63 registrations • Strategic leadership capability and ability to translate business objectives into sales growth strategies and measurable outcomes • Understanding of industry trends, regulatory developments, marketplace dynamics, and competitive offerings affecting workplace retirement • Expertise in identifying client needs, positioning complex retirement solutions, and leading strategic sales opportunities • Experience with institutional sales opportunities, contract negotiations, pricing discussions, and strategic partnership agreements • Strong executive presence and ability to influence stakeholders at the highest level • Talent development, coaching, accountability, and performance excellence capabilities • Client-focused and commercially oriented • Commitment to compliance and regulatory guidelines • Strong analytical, problem-solving, and decision-making capabilities • 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