Regional Vice President, Executive Service

🔥 1 minute ago

🏄 California, Colorado, +2 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🗻 New Hampshire – Remote ⛷️ Utah – Remote

💵 $96k - $210k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Fidelity Investments is a financial services company dedicated to strengthening the financial well-being of its customers by providing a wide range of investment and savings solutions. With a mission to deliver better outcomes for individuals, families, employers, and institutions, Fidelity offers services including retirement planning, asset management, online trading, brokerage, and wealth management. The company boasts significant assets under administration of $12. 6 trillion, with a large workforce of over 74,000 associates and a global presence in multiple countries.

📋 Description

• Responsible for the hiring, training, performance management, coaching and development of ES staff • Responsible for on boarding and cultural integration of new ES associates • Accountable for overall business results within their territory – including but not limited to loyalty and AUA/AUM growth • Overall responsibility for ensuring consistent use and implementation of technology, training, and other new initiatives/priorities • Support the ES team to drive improvements to the overall offering, products, systems, processes, policies, and procedures that can help enhance the Executive experience, Plan Sponsor experience, business growth and associate satisfaction • Accountable for ensuring compliance with regulatory requirements; perform periodic reviews and compliance audits. • Manage all relationship and sales practice and Plan Sponsor escalations • Oversight for all audit related issues; institute processes to ensure compliance as required • Manage cross-company partnerships and alliances designed to acquire and drive business opportunities • Develop and maintain business partner relationships and participate in corporate leadership activities (multi market/local events, national and channel meetings, market meetings, etc.) translating and communicating information and strategy for ES staff • Provide input to help shape the evolution of the Executive Services offering • Oversee the management of the physical space both internally and externally

🎯 Requirements

• Series 7 (General Securities) and Series 9/10 (General Supervisory Principal) and Series 66 (Investment Advisor) licenses required • Bachelor's degree and advanced degree preferred • CFP, CFA or equivalent recommended • Deep knowledge in institutional sales & relationship management, wealth planning and benefits guidance preferred • A minimum of 10+ years of relevant financial services experience required and proven track record in sales management • Relevant HNW client experience in dealing with complex wealth management issues • Proven track record of building and maintaining high-performing teams

🏖️ 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