VP, Solution Architect- Non-Qualified Retirement Plans

Job Description:

This dynamic role is well-suited for someone who enjoys solving Fidelity Workplace Investing (WI) clients' and prospective clients' most complicated requirements in a fast-paced, unexpected environment. If you are motivated by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you!

ROLE MAY BE BASED REMOTELY NATIONWIDE

The Role

This client facing role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) NonQualified Plan clients in support of WI sales and client retention goals. As a Solution Architect, you are responsible for performing a comprehensive analysis of client NonQualified plan requirements, comparing plan document provisions against our product and services, problem solving for unique plan features, and representing the Fidelity solution during the sales or rebid process.

This role relies heavily on your knowledge of Fidelity's DC and NonQualified Plan products, services and processes and your ability to think strategically, coordinate with clients and their consultants, and collaborate with internal business partners.

The Expertise You Have

• Defined Contribution and NonQualified plan expertise required
• Bachelor's degree, minimum; Master's degree preferred
• Minimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirable
• Series 7 and 63 required (can be acquired in role)
• Approximately 50%+ travel requirement

• Leadership skills including coaching, mentoring, displaying Fidelity's core values in all situations
• Internal influence skills including organizational navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value versus risk of solutions
• Strong Client-facing consultation skills to understand needs, influence, and articulate value vs. risk/reward
• Strong presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal, and external including excellent written and verbal communication skills
• Industry/competitor knowledge and ongoing student of the business

• Strategic analysis of clients and prospects to identify potential administrative concerns which may require custom solutions and/or exception management
• Reviewing and leading plan design, underwriting of legal plan documents, identifying non-standard product and service requirements
• Developing creative solutions, understanding the financial and operational impacts, owning internal exception approval process steps
• Providing subject matter expertise on retirement and benefit issues during the sales and rebid process.
• Presenting Fidelity's differentiation in the employer benefits community through thoughtful proposal responses, high impact presentations, and coaching team members for presentations.
• Collaborating with prospective clients and representing the Fidelity value proposition as part of the broader solution offering.
• Catalyzing change within the team and business unit with an eye for customer needs.
• Providing real time market feedback to product, systems, and marketing organizations