VP, Stock Plan Services – Mid-Market Account Executive

🕒 July 6

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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 Fidelity’s Stock Plan Services Sales pursuits with mid-market public companies • drive growth across the Western United States • partner closely with other businesses across the Fidelity enterprise • strategizing and delivering compelling demonstrations of Fidelity’s leading capabilities • collaborating with leaders across multiple functions to create consistent client and associate experiences • bringing your experience and skill as a sales professional to enhance the skills of others • encouraging your team to improve their processes • being a visible and credible presence in the industry – viewed as an expert

🎯 Requirements

• 5 years Institutional (business to business) sales experience • FINRA Series 7 and 63 licenses • Proven track record of sales success • Experience working with pre-IPO companies and the associated ecosystem • Demonstrated effective sales process • Outstanding written and verbal communication skills • Effective organization and prioritization skills • Strategic development and planning skills • High emotional intelligence and interest in other human beings • Desire to roll your sleeves up and work with and for your teammates • You are self-aware and demonstrate history of self-improvement • You are analytical, creative, and have strong critical thinking skills

🏖️ Benefits

• comprehensive health care coverage and emotional well-being support • market-leading retirement • generous paid time off and parental leave • charitable giving employee match program • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career