SVP, Head of DC Sales

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

📋 Description

• Lead the Defined Contribution sales team by establishing a strategic vision and fostering sustainable revenue growth.

• Enhance Fidelity’s market leadership in the Advisor DC, Core, and Large Plan Sponsor Market segments.

• Accelerate client acquisition and optimize sales efficacy.

• Position Fidelity as the preferred provider within the retirement marketplace.

• Guide, develop, and sustain a highly motivated and productive sales team.

• Strengthen Fidelity’s Defined Contribution market presence and secure strategic mandates.

• Meet asset, revenue, and market share targets.

• Identify emerging market opportunities and shape enterprise priorities.

• Ensure Fidelity stays at the forefront of retirement industry innovations and client requirements.

• Act as Fidelity’s senior executive representative in the retirement marketplace.

• Enhance Fidelity’s reputation and influence among plan sponsors, consultants, advisors, recordkeepers, and other stakeholders.

• Lead a team of 17 associates in the Advisor DC, Core Plan Sponsor, and Large Plan Sponsor sales divisions.

• Serve 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.

• Over 15 years of progressive leadership experience in the Defined Contribution, retirement, or institutional investment sectors.

• Significant leadership responsibilities and commercial accountability.

• In-depth knowledge of the retirement industry, including Defined Contribution plans, plan sponsor needs, participant outcomes, fiduciary considerations, recordkeeping, and retirement solutions.

• Proven track record in leading large-scale sales organizations, formulating go-to-market strategies, expanding market share, and achieving notable asset and revenue growth milestones.

• Strong network and credibility with plan sponsors, consultants, advisors, industry influencers, and key centers of influence.

• Series 7 and 63 registrations required.

• Strategic leadership capabilities with the ability to translate business goals into sales growth strategies and measurable results.

• Awareness of industry trends, regulatory changes, marketplace dynamics, and competitive offerings impacting workplace retirement.

• Expertise in identifying client needs, positioning complex retirement solutions, and spearheading strategic sales opportunities.

• Experience in institutional sales, contract negotiations, pricing discussions, and forming strategic partnerships.

• Strong executive presence with the ability to influence stakeholders at the highest levels.

• Skills in talent development, coaching, accountability, and performance excellence.

• Client-centric and commercially focused.

• Commitment to compliance and regulatory standards.

• Strong analytical, problem-solving, and decision-making skills.

• 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 advance your career.

• Bonus or other variable compensation may be included based on position and eligibility.