skillventory - A Leading Talent Research Firm

Vice President, Account Executive – 401K/Retirement Sales

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: FloridaNorth CarolinaUnited States

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Job Level

About the role

  • Drive new business growth in the Mid and Large Market Corporate Defined Contribution space
  • Develop deep advisor and consultant relationships
  • Lead complex pursuits and deliver tailored retirement plan solutions
  • Influence key decision-makers across long institutional sales cycles
  • Orchestrate internal partners and position Fidelity’s capabilities to win new plans

Requirements

  • 10+ years of institutional sales or senior client-facing experience
  • Proven sales success working with advisors, consultants, or intermediaries
  • Defined contribution expertise required
  • Experience engaging Mid / Large Market prospects ($50M–$250M in plan assets)
  • NASD Series 7 and 63 required
  • Bachelor’s degree required
  • Willingness to travel ~40%
Benefits
  • Health insurance
  • 401(k) plans
  • Paid time off
  • Flexible working arrangements
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
defined contribution expertiseinstitutional sales experienceclient-facing experiencesales successengaging prospects
Soft skills
relationship buildinginfluencing decision-makersleadershiporchestration of internal partners
Certifications
NASD Series 7NASD Series 63