Director, Product and Service Consultant – Retirement Services
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Westlake • Colorado • Kentucky • United States
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Salary
💰 $95,000 - $186,000 per year
Job Level
About the role
- works closely with Account Executives, Retention Executives, and Managing Directors to win and retain largest corporate and TEM (Tax Exempt Markets) clients
- responsible for project managing all aspects of the sales process from initial capabilities through proposals, prospect meetings and contract handoffs
- help drive strategy to position Fidelity’s products and services by assessing plan sponsor needs
- collaborate and work across multiple internal business partners and SMEs
Requirements
- Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health & Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.)
- Bachelor’s Degree required / MBA or other advance degree a plus
- Minimum 7 years related product or industry experience / Fidelity experience desirable
- Series 7 and 63 required (can be attained in role)
- Approximately 15-25% travel requirement
Benefits
- comprehensive health care coverage and 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 to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project managementsales process managementstrategic assessment
Soft skills
collaborationcommunicationinterpersonal skills
Certifications
Series 7Series 63