VP, Core Market Tax Exempt Product Specialist

🔥 13 hours ago

🌽 Illinois, Texas, +1 more states – Remote

🌽 Illinois – Remote 🤠 Texas – Remote ⛷️ Utah – Remote

💵 $118k - $226k / year

⏰ Full Time

🔴 Lead

🪄 Product Specialist

👻 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

• 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