Core Account Manager- 401K Sales Delivery

Job Description:

Job Title: Core Account Manager- 401K Sales Delivery

Note: Fidelity will not provide immigration sponsorship for this position

The Role

This role is designed for someone who enjoys being involved in the pursuit of new Workplace Investing clients in a fast-paced and unpredictable environment. If you're energized by being part of a hard-working, creative and collaborative team that loves to win, this role is for you.

The Expertise And Skills You Bring

• Bachelor's Degree or equivalent with 7 years' experience / Master's Degree or other advance degree a plus
• Knowledge of defined contribution, nonqualified, workplace benefits and/or financial services industry
• Strong understanding of financial advisors and/or third-party administrators
• Experience working with sales teams or in collaborative partnerships
• Advanced investment product knowledge
• Effectively build and maintain relationships
• Series 7 and 63 Required or attained in 90 days
• Minimal travel requirement (< 5%)
• Outstanding attention to detail
• Ability to take initiative in ownership of client deliverables
• Strong project management skills
• Excellent written and verbal communication skills
• Ability to thrive in a very fast-paced demanding environment
• Strong organizational and time management skills
• Solid collaboration skills and interpersonal skills to communicate effectively with business partners and team members at all levels of the organization
• Strong individual contributor within a team environment
• Creative problem-solving skills
• Intuition for business ability and desire to learn and upgrade knowledge of industry/regulatory trends that impact retirement plan design and the impact to plan sponsors and participants
• Engage with advisors and clients in all phases of the sales process and implementation handoff
• Provide support from initial pricing through Implementation. Managing the proposal activities and sales process for new business opportunities including developing responses, planning, organizing timeline and project deliverables
• Perform client data analysis to support the positioning of our products value in the sales process. Manage and maintain responses to improve proposal drafts and proposal database For sold plans, engage Implementation following plan audit of assets, participant count, and plan features Proactively manage the sales hand-off process for new business within critical project deadlines Provide consultation to sales, advisors and plan sponsors regarding available fund and investment options including managed account services Address and resolve any inquiries and issues identified by Implementation and/or advisors related to sold plans