VP, Advisor Consultant

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Collaborate with sales teams to enhance business development initiatives with Advisors.

• Strengthen Fidelity's presence in the retirement plan market for Advisors.

• Identify, cultivate, and sustain relationships with Advisors in Washington, Oregon, and Northern California.

• Provide education to Advisors, firms, and partners regarding Fidelity's services and processes.

• Partner with the Vice President of External Business Development on significant projects.

• Serve Advisor partners in a manner that promotes growth and exceptional experiences for shared clients.

• Establish an Advisor network aimed at expanding and enhancing client service with Fidelity.

• Develop sales strategies centered on Advisors in collaboration with sales teams.

• Involve Advisors in business planning and drive new business through regional sales events, marketing initiatives, and direct advisor interactions.

• Assist sales teams in executing top-tier sales meetings with Advisors.

• Train, engage, and implement best practices with Advisor firms utilizing Fidelity's recordkeeping system.

• Advocate for Advisors both internally and externally to foster market share growth and retention.

• Act as a liaison between Advisors and Fidelity to pinpoint suitable services, resources, and support.

• Contribute to product development and initiatives aimed at process enhancement.

⛳️ Requirements

• Proven experience in a business development or sales capacity.

• Understanding of the Advisor value proposition and relevant experience.

• Demonstrated success in managing effective initiatives and projects.

• Strong passion for building relationships and partnerships.

• A curious mindset with a flexible and dynamic approach to operations.

• Skills in project organization, management, and execution.

• Series 7 and Series 63 licenses must be obtained upon acceptance of the role.

• Previous experience and familiarity with the retirement benefits landscape.

• Exceptional listening, communication, and storytelling abilities.

• Experience in external communication and relationship management.

• Creative problem-solving skills that leverage analytical and critical thinking.

• Agility and adaptability to manage conflicting demands and shift priorities as necessary.

• Curiosity about people, business, economics, and Fidelity's product solutions.

• Capability to meet regulatory requirements and any potential criminal-history restrictions.

• Please note that Fidelity will not offer immigration sponsorship for this position.

🏝️ Benefits

• Comprehensive health care coverage.

• Emotional well-being support.

• Market-leading retirement benefits.

• Generous paid time off.

• Parental leave.

• Employee match program for charitable giving.

• Educational assistance including student loan repayment.

• Tuition reimbursement.

• Access to learning resources to advance your career.

• Potential for bonus or other variable compensation based on position and eligibility.