Regional Vice President, Executive Service

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Serves as the general manager for a designated team of Executive Planning Consultants (EPCs) and Benefits Planning Consultants (BPCs).

• Responsible for recruiting, training, mentoring, managing, and leading the assigned team to enhance satisfaction levels, boost planning and solutions, and foster market share expansion.

• Collaborates closely with the team to address a wide range of plan sponsor and executive requirements.

• Ensures the team develops and maintains exceptional interaction abilities and industry/planning expertise.

• Guarantees adherence to investment industry policies, procedures, and processes concerning regulatory, compliance, and audit obligations.

• Reports to and collaborates with the Regional Head within the Fidelity Workplace Wealth Planning Group.

⛳️ Requirements

• Series 7 (General Securities), Series 9/10 (General Supervisory Principal), and Series 66 (Investment Advisor) licenses are mandatory.

• Bachelor’s degree is required; an advanced degree is preferred.

• CFP, CFA, or equivalent designations are recommended.

• Extensive knowledge in institutional sales & relationship management, wealth planning, and benefits guidance is preferred.

• A minimum of 10+ years of pertinent experience in financial services is required, along with a proven record in sales management.

• Relevant high-net-worth client experience in addressing complex wealth management challenges.

• Demonstrated success in building and sustaining high-performing teams.

🏝️ Benefits

• Comprehensive health care coverage and support for emotional well-being.

• Industry-leading retirement plan.

• Generous paid time off.

• Parental leave.

• Charitable giving employee matching program.

• Educational assistance, including student loan repayment, tuition reimbursement, and resources for career development.