VP, Regional Account Executive – 401K Sales

Fidelity Investments

Vice President driving growth of Fidelity's 401(k) recordkeeping and workplace solutions. Building relationships with financial advisors and connecting clients with retirement plan solutions.

Posted 7/30/2026full-timeRemote • New York • 🇺🇸 United StatesLead💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales within the financial services sector, focusing on 401(k) recordkeeping and retirement solutions. Proven ability to build relationships with financial advisors and third-party administrators to drive business growth and improve client outcomes.

Highest-signal resume keywords

Consultative Sales401(k) RecordkeepingFinancial ServicesRelationship BuildingTerritory Business Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultative SalesMarket SegmentationPipeline DevelopmentCoverage StrategyRetirement SolutionsFinancial Wellness Solutions

Soft Skills

Relationship BuildingClient Needs Assessment

Certifications & Qualifications

FINRA Series 7 LicenseFINRA Series 63 License

Industry Keywords

401(k) RecordkeepingEmployee BenefitsFinancial AdvisorsThird Party AdministratorsReferral Networks

About the role

Key responsibilities & impact

drive growth of Fidelity's 401(k) recordkeeping and workplace solutions business throughout New York State
build and leverage a network of financial advisors and third party administrators (TPAs)
connect clients with Fidelity's retirement plan solutions
provide a consultative sales experience for advisors, TPAs, and small business owners
improve client outcomes and expand Fidelity's presence in the market

Requirements

What you’ll need

proven track record in consultative sales, financial services, or benefit-related industries
experience selling through intermediaries such as financial advisors, TPAs, and consultants
demonstrated success uncovering client needs and delivering tailored retirement and financial wellness solutions
proven ability to build and execute territory business plans, including market segmentation, pipeline development, and coverage strategy
experience developing referral networks
strong relationship-building skills
knowledge of 401(k) recordkeeping, administration, investments, and employee benefits
FINRA Series 7 and 63 licenses, or the ability to obtain them upon hire

Benefits

Comp & perks

comprehensive health care coverage
emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources