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<h3></h3><h3>Job Description:</h3><p><strong>The Role</strong><br>We have an exciting sales opportunity in San Francisco (or Silicon Valley area) working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:</p><ul><li><p>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</p></li><li><p>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</p></li><li><p>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives in the San Francisco and Silicon Valley Markets .</p></li><li><p>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</p></li></ul><p><br> </p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree required</p></li><li><p>Series 7 and 63 required</p></li><li><p>CIMA or CFA desired</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>5 years of field sales experience, working within Financial Services Industry highly preferred</p></li><li><p>Outstanding communication, negotiation, decision making and multi-tasking abilities</p></li><li><p>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</p></li><li><p>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</p></li><li><p>Excellent interpersonal skills that translate into a positive client experience</p></li><li><p>Passion for sales and the ability to uncover and qualify new opportunities</p></li><li><p>Commitment to constant self-improvement and exhibit a competitive drive</p></li><li><p>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</p></li><li><p>High aptitude to learn new things quickly and adapt to new situations</p></li><li><p>Effective consultative sales and presentation skills</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position ​</strong></p><p><strong>The Team</strong></p><p>As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.</p><p><strong>Must live in the territory.</strong></p>The base salary range for this position is $70,000 - $175,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales

Fidelity Investments

Regional Director/ External Wholesaler(San Francisco / Silicon Valley)

<h3></h3><h3>Job Description:</h3><p><strong>Developmental Regional Director (DREP)</strong></p><p>We have an exciting sales opportunity working in a designated sales territory covering exclusively Edward Jones Financial Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. This role will require the associate to live within the established geographic territory which includes WA, OR, ID, work remotely from home, as well be able to travel within the territory to interact face to face with clients/prospects.</p><p><strong>The Expertise and the Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree required</p></li><li><p>Series 7 and 63 required</p></li><li><p>CIMA or CFA desired</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>2-3 years of field sales experience, working within Financial Services Industry highly preferred</p></li><li><p>Your outstanding communication, negotiation, decision making and multi-tasking abilities</p></li><li><p>Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</p></li><li><p>Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</p></li><li><p>Your excellent interpersonal skills that translate into a positive client experience</p></li><li><p>Your passion for sales and the ability to uncover and qualify new opportunities</p></li><li><p>Your commitment to constant self-improvement and exhibit a competitive drive</p></li><li><p>Your ability to thrive in our fast paced environment and enjoy being part of a strong team</p></li><li><p>Your high aptitude to learn new things quickly and adapt to new situations</p></li><li><p>Your effective consultative sales and presentation skills</p></li><li><p>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</p></li><li><p>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position ​</strong></p><p><strong>The Team</strong></p><p>As a Developmental Regional Director (DREP) your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.</p>The base salary range for this position is $65,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales

Developmental Regional Director(Pacific Northwest Territory)

<h3></h3><h3>Job Description:</h3><p><strong>Vice President, New Business Development – Fidelity Charitable</strong></p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Role</strong></p><p>Fidelity Charitable seeks an accomplished, strategic, and entrepreneurial Vice President of New Business Development to expand its donor-advised fund platform with institutional Registered Investment Advisors (RIAs), Broker-Dealers (BDs) and Multi-Family Offices (MFOs).</p><p>This executive will drive revenue growth by building institutional partnerships. These partnerships embed Fidelity Charitable’s donor-advised fund platform within strategic partner firms’ branded giving solutions. The ideal candidate combines a deep understanding of the wealth management and financial intermediary ecosystem with strong consultative sales skills and a passion for philanthropy.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Experience: 10+ years in institutional business development, strategic partnerships, or sales within the wealth management, asset management, or fintech sectors.</li><li>Strategic Growth &amp; Sales</li><li>Identify, develop, and close new institutional partnerships with RIAs, broker-dealers, multi-family offices and custodians seeking a white label donor-advised fund program.</li><li>Develop and execute a business development strategy to meet or exceed growth targets for white label DAF assets and accounts.</li><li>Lead contract negotiations, pricing, and implementation in collaboration with legal, service, program, operations and relationship management teams.</li><li>Relationship Management</li><li>Cultivate senior-level relationships with key decision-makers (CEOs, COOs, product heads, national sales and wealth management leaders) within target firms.</li><li>Serve as a trusted advisor, helping strategic partners integrate charitable giving into their client value proposition.</li><li>Market Development &amp; Positioning</li><li>Represent Fidelity Charitable’s capabilities and thought leadership at industry conferences, panels, and networking events.</li><li>Work closely with marketing and product teams to refine messaging, product design, and strategic partner enablement materials for institutional audiences.</li><li>Maintain a deep understanding of competitive offerings, industry trends, and regulatory developments in the charitable giving and wealth management sectors.</li><li>Internal Collaboration</li><li>Partner with Fidelity Investments’ institutional and intermediary channels to identify cross-platform opportunities.</li><li>Collaborate with implementation and relationship management teams to ensure smooth onboarding and sustained partner success.</li><li>Knowledge: Strong familiarity with donor-advised funds, charitable giving vehicles, and financial intermediary platforms (RIA, broker-dealer, multi-family offices and custodian networks).</li><li>Skills:</li><li>Proven track record to develop and close complex, multi-stakeholder partnerships.</li><li>Exceptional communication, negotiation, and presentation skills.</li><li>Entrepreneurial approach with ability to navigate ambiguity and build new channels from concept to scale.</li><li>Education: Bachelor’s degree or equivalent experience required; MBA or CFP/Charitable Planning credential preferred.</li><li>Values: Passion for philanthropy, innovation, and expanding access to charitable giving</li></ul><p><strong>The Team</strong></p><p>Fidelity Charitable is an independent public charity that helps donors maximize their philanthropic impact through donor-advised funds (DAFs), making charitable giving simple, effective, and enduring. As the nation’s largest grantmaker, Fidelity Charitable partners with financial intermediaries, wealth management firms, and institutions to expand access to strategic giving solutions.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><p><strong>Company Overview </strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>The base salary range for this position is $150,000 - $190,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Relationship Management

Vice President, New Business Development – Fidelity Charitable

<h3></h3><h3>Job Description:</h3><p><strong>The Role</strong></p><p>We have an exciting sales opportunity in a number of territories working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees.</p><p><strong>The Expertise and the Skills You Bring </strong></p><ul><li><p>Bachelor’s Degree required</p></li><li><p>Series 7 and 63 required</p></li><li><p>CIMA or CFA desired</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>2-3 years of field sales experience, working within Financial Services Industry highly preferred</p></li><li><p>Your outstanding communication, negotiation, decision making and multi-tasking abilities</p></li><li><p>Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</p></li><li><p>Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</p></li><li><p>Your excellent interpersonal skills that translate into a positive client experience</p></li><li><p>Your passion for sales and the ability to uncover and qualify new opportunities</p></li><li><p>Your commitment to constant self-improvement and exhibit a competitive drive</p></li><li><p>Your ability to thrive in our fast paced environment and enjoy being part of a strong team</p></li><li><p>Your high aptitude to learn new things quickly and adapt to new situations</p></li><li><p>Your effective consultative sales and presentation skills</p></li><li><p>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</p></li><li><p>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</p></li></ul><p><strong>Must be willing to live in Wisconsin</strong></p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>As a Developmental Regional Director (DREP) your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.</p>The base salary range for this position is $70,000 - $175,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales

Developmental Regional Director (Wisconsin Territory)

<h3>Job Description:</h3><p><strong>Vice President, Planning &amp; Engagement </strong></p><p><br><strong>The Role</strong></p><p>The Vice President of Planning &amp; Engagement partners with Fidelity’s largest Strategic Plan Sponsors to develop and implement advice/guidance programs to improve engagement with their participants. This highly transparent and strategic role works across the Workplace and Personal Investing businesses and supports a wide array of solutions we can deliver to plan participants.</p><p>As part of the overall client service team for a book of clients, you will consult with your clients, the Plan Sponsors, on how best to position Fidelity’s participant engagement solutions to their participants. You will build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel. And you will support Personalized Planning &amp; Advice, our premium advice solution for plan participants. The trust you help build with your clients will position Fidelity as a strategic partner who they actively promote to their employees.</p><p>The VP of Planning &amp; Engagement drives planning &amp; advice engagements participants, helping them improve their overall Financial Wellness and opening the door to lifetime relationships.</p><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>Highly effective networker and relationship builder</p></li><li><p>Ability to anticipate client needs and concerns, and proactively propose solutions client needs and concerns, and proactively propose solutions</p></li><li><p>Tenacious problem solver and strong project manager</p></li><li><p>Ability to analyze sophisticated data and present findings in a clear and compelling way</p></li><li><p>Bachelor's degree, MBA preferred</p></li><li><p>10+ years in Financial Services, with solid understanding of the retirement industry</p></li><li><p>Experience building productive client relationships in a client management or sales role</p></li><li><p>FINRA Series 7 &amp; 63 required</p></li></ul><p><strong>The Team</strong></p><p>The team is focused on developing a strong understanding of our clients’ priorities regarding the planning needs of their participants. We bring to life how Fidelity’s planning and advice capabilities can help their participants meet their financial goals<strong>. </strong>We lead consultative discussions to develop strategies to build awareness and drive utilization of Fidelity’s key solutions: Financial Wellness, Personalized Planning &amp; Advice, Planning &amp; Advice, Stock Plan Services, Executive Services and our Retail offering.</p><p>Internally, we optimally educate and influence key WI and PI business partners to ensure the best positioning of Fidelity’s planning and advice capabilities. We strive to effectively represent the voice of the Plan Sponsor and participant to drive the product roadmap and long-term business strategy of Fidelity’s Financial Wellness and planning &amp; advice offerings.</p><p>Success in the role is based on driving increased usage of Fidelity’s Financial Wellness and planning &amp; advice capabilities while improving Plan Sponsor engagement, happiness, and retention. Critical to finding success will be your ability to build positive relationships with your clients and Fidelity’s Managing Directors.</p>The base salary range for this position is $118,000-226,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Client Service

Vice President, Planning & Engagement

<h3>Job Description:</h3><p>This dynamic role is well-suited for someone who enjoys solving Workplace Investing 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!</p><p>ASSOCIATE MAY BE BASED REMOTELY</p><h3><strong>The Role</strong></h3><p>This role works closely with Account Executives to win our largest corporate clients in support of WI sales goals. As a Solution Architect, you are responsible for performing a comprehensive analysis of client requirements, comparing plan document provisions against our product and services, problem solving for unique plan features, and representing the Fidelity solution during the sales process.</p><p>This role relies heavily on your knowledge of Fidelity’s products, services and processes and your ability to think strategically, coordinate with clients and their consultants, and collaborate with internal business partners.</p><h3><strong>The Expertise You Have</strong></h3><ul><li><p>Defined Contribution and Defined Benefit expertise required</p></li><li><p>Health &amp; Welfare expertise desirable</p></li><li><p>Bachelor’s degree, minimum; Master's degree preferred</p></li><li><p>Minimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirable</p></li><li><p>Series 7 and 63 required (can be acquired in role)</p></li><li><p>Approximately 50% travel requirement</p></li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Leadership skills including coaching, mentoring, displaying Fidelity’s core values in all situations</p></li><li><p>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</p></li><li><p>Client-facing consultation skill to understand needs, influence, and articulate value vs. risk/reward</p></li><li><p>Presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal, and external including excellent written and verbal communication skills</p></li><li><p>Industry/competitor knowledge and ongoing 'student of the business'</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Strategic analysis of clients and prospects to identify potential administrative concerns which may require custom solutions and/or exception management</p></li><li><p>Reviewing plan design, underwriting of legal plan documents, identifying non-standard product and service requirements</p></li><li><p>Developing creative solutions, understanding the financial and operational impacts, owning internal exception approval process steps</p></li><li><p>Providing subject matter expertise on retirement and benefit issues during the sales and rebid process.</p></li><li><p>Presenting Fidelity’s differentiation in the employer benefits community through thoughtful proposal responses, high impact presentations, and coaching team members for presentations.</p></li><li><p>Collaborating with prospective clients and representing the Fidelity value proposition as part of the broader solution offering.</p></li><li><p>Catalyzing change within the team and business unit with an eye for customer needs.</p></li><li><p>Providing real time market feedback to product, systems, and marketing organizations</p></li></ul><h3><strong>The Team</strong></h3><p>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, Solution Architect- Retirement Services

<h3></h3><h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p>The base salary range for this position is $115,000 - $200,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales

Wealth Planner - Littleton, MA

<h3></h3><h3>Job Description:</h3><p>As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share.</p><p><strong>The Role</strong><br>We have an exciting sales opportunity in Southeast Florida working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:</p><ul><li><p>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</p></li><li><p>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</p></li><li><p>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives in the Boca Raton to Miami markets.</p></li><li><p>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</p></li></ul><p><br><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree required</p></li><li><p>Series 7 and 63 required</p></li><li><p>CIMA or CFA desired</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>5 years of field sales experience, working within Financial Services Industry highly preferred</p></li><li><p>Outstanding communication, negotiation, decision making and multi-tasking abilities</p></li><li><p>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</p></li><li><p>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</p></li><li><p>Excellent interpersonal skills that translate into a positive client experience</p></li><li><p>Passion for sales and the ability to uncover and qualify new opportunities</p></li><li><p>Commitment to constant self-improvement and exhibit a competitive drive</p></li><li><p>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</p></li><li><p>High aptitude to learn new things quickly and adapt to new situations</p></li><li><p>Effective consultative sales and presentation skills</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position ​</strong></p><p><strong>The Team </strong></p><p>As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.</p><p><strong>Must live in the territory. </strong></p>The base salary range for this position is $70,000 - $175,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 51 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales

Regional Director/External Wholesaler(Boca Raton to Miami, FL Territory)

<h3></h3><h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you an experienced Sales and Relationship management professional with a proven ability to build, manage and grow relationships with sophisticated institutional investors? Can you represent Fidelity’s investment management capabilities – across asset classes – to both clients and prospects? Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients? If so, we are excited to speak with you about a Vice President, Sales &amp; Relationship Manager role.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required; MBA or CFA desired</li><li>15+ years of experience in the financial services industry with demonstrated track record of selling investment management products and solutions</li><li>Strong knowledge of U.S. Public Sector entities and capital markets; working knowledge of Fidelity’s domestic and international investment offering</li><li>Ability to engage with C-Suite executives across Investment, Treasury, and Benefits functions</li><li>Experience negotiating Investment Management Agreements and navigating complex financial, operational, legal, and compliance issues throughout business development process</li><li>Strategic thinking and creative problem-solving to drive client retention and growth</li><li>Series 7 and 63 registrations</li><li>Proven ability to build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients</li><li>Excellent collaboration skills – ability to work with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions</li><li>Ability to communicate complex issues internally and externally and to advocate on behalf of clients while representing Fidelity in the market</li><li>Passion for financial markets, investment process and the delivery of effective investment solutions</li><li>Self-motivated and driven individual who can operate remotely and will find value-added ways to engage with CFOs and Treasurers</li><li>Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline of opportunities across asset classes</li><li>Identify speaking, partnership, and other opportunities to raise the visibility of Fidelity’s institutional brand</li><li>Interpersonal skills, consultative selling, and effective development and delivery of investment capabilities to advocate for Fidelity in the marketplace</li><li>Knowledge of industry trends, best practices, and insight from peer organizations to help clients navigate the dynamic investment environment</li><li>Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>Fidelity Asset Management Solutions (FAMS) is dedicated to the institutional marketplace and is a gateway to Fidelity’s deep institutional investment management capabilities in equity, fixed-income, high-income and global asset allocation. In this role, you will focus on selling Fidelity’s investment capabilities to Public Sector clients and prospects with greater than $500M of assets. The focus will be on Defined Benefit and Defined Contribution plans as well as balance sheet assets. These key areas of focus will require investment and financial acumen, attention to detail, the ability to listen and strategize with clients to develop solutions, while working across a demanding, but collaborative culture. As a key member of the Public Sector team, you will develop and implement a comprehensive, regionally focused, business development plan to raise new investment assets. </p><p><strong>Location: TBD (1/3rd of US Large Market Public Sector)</strong></p>The base salary range for this position is $120,000 - $200,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Relationship Management

Vice President, Public Sector Sales & Relationship Manager

<p>"At L.L.Bean, we believe the outdoors brings out the best in all of us. We are committed to fostering a culture of diversity and creating safe, inclusive spaces where everyone feels welcome—both here and Outside. We value individual differences and are dedicated to maintaining an inclusive work environment where everyone can bring the best of their experience and talents and truly thrive."</p><p>Our Tuscan Village Retail store is currently searching for a <b>Customer Experience Store Team Leader/Events </b>to join their team.</p><p><b>Position Purpose:</b> Drives business results, directs team talent, supports store leadership team and ensures delivery of the legendary L.L.Bean customer experience within an outdoor lifestyle concept retail store. Promotes the company's core values of Outdoor Heritage, Integrity, Service, Respect, Perseverance and Safe and Healthy Living to ensure the integrity of the brand, culture and mission of L.L.Bean is upheld at all times.&nbsp;Represent the company as a brand ambassador Experiential Marketing events . Oversees and coordinating bringing a compelling outdoor lifestyle experience within the Tuscan Village to life. Connect the visual aesthetic of the Store, Events and Outdoor Discovery School in to one cohesive expression. Work collaboratively with home office, Visual, Experiential Marketing, and ODS partners to gain alignment.<br><br><b>Responsibilities:</b></p><p><b>Customer Experience:</b></p><ul><li>Models and fosters an environment where service is the top priority. Enthusiastically seeks opportunities to convert every customer that enters the store continually striving to drive sales and brand loyalty through great service. Rallies the rep team towards the same objectives.</li><li>Acts as a Leader on Duty as scheduled to drive conversion and sales.</li><li>Leverages business reports including Qualtrics, variance reporting, and merch group sales to analyze trends, understand wins and identify opportunities. Builds compelling actions to enhance customer loyalty and improve service metrics through introspective business analysis and strong acumen skills.</li><li>Executes and implements all recognition programs including living the legend efforts, in store contests, etc.</li><li>Reviews all forward-looking business events (holidays, promotional weekends, market trends).</li><li>Develops meaningful activations and selling efforts to drive even greater sales results.</li><li>Ensures that the sales floor is full, and all sizes are represented by performing regular size audits.</li><li>Ensures the highest level of fitting room service is occurring driving conversion and UPT.</li><li>This is a support role under the People area of responsibility for stores.</li><li>Develops and delivers exciting and engaging-store activations, clinics and demonstrations with an emphasis on Learn, Try, Buy and Enjoy principles.</li><li>Drive ODP participation for paid programming, unpaid programming / in-store activations, community engagement events and any mobile or experiential marketing events in market through creative outreach and local marketing events.</li><li>Markets in-store / in-mall activations through ODP in store and online calendar, store's Facebook page, and chalkboards.</li><li>May assist in the interviewing process and provide input into hiring decisions.</li><li>Act as training lead for store when assigned.&nbsp;&nbsp;&nbsp;&nbsp;</li></ul><p><b>Training:</b></p><ul><li>Supports and trains associates, communicating standards and processes, company policies and procedures</li><li>Has a passion for learning and sharing product knowledge as a tool to build the sale and increase customer loyalty.</li><li>Delivers GUIDE training for new hires as well as ongoing GUIDE training efforts for year-round team members in conjunction with the exempt leader team. Ensures all guides are performing at a high level and 30-day/ongoing assessments are completed.</li><li>Supports, directs, and develops store champions (buddies) and experts.</li><li>Facilitates all new hire product training modules for store or area of responsibility and develops a strategy and execution plan for delivering all seasonal product training materials.</li><li>Maintains and manages all employee facing communication including break room messaging, and communication boards. Ensures start up meeting are occurring, and that content is compelling and inspiring.</li><li>Models L.L.Bean’s values of diversity, equity, and inclusion in hiring practices<b>. </b></li><li>Fosters an inclusive work environment by seeking team members’ perspectives, actively listening to others' opinions and experiences, and modeling and encouraging respectful communication among the team.&nbsp;</li><li>Works collaboratively and respectfully with team members and customers from different backgrounds and cultures<b>.&nbsp; </b></li></ul><p><b>Total Store Accountability:</b></p><ul><li>Aids in the achievement of all financial measures as well as area specific metrics.</li><li>Key holder as required serving as a potential opener/closer for the store.</li><li>Prepares &amp; communicates daily task responsibilities to staff. Leverages knowledge and strengths to foster growth and development of the team</li><li>Recommends adjustment to staffing levels/schedules to meet work requirements.</li><li>Address and respond to employee issues/conflicts related to day to day operations within defined parameters in accordance with company policies and procedures under direction of supervisor.</li><li>Provides in the moment input, feedback, and coaching. If performance concerns exist, hands off to store management for performance management process</li><li>Contributes to Peak planning preparation and readiness.&nbsp;</li><li>Leverages knowledge and strengths to foster growth and development of the team.</li><li>Expense management ownership ensuring proper use of resources and adherence to budgetary guidelines with a focus on payroll management.</li><li>Is an active participant in health and safety by following all safety policies and procedures, reporting unsafe conditions or at-risk behaviors to leadership, and conducting work in a safe manner.</li><li>As assigned:<ul><li>Maintains the cash office per policy ensuring proper signatures, accurate reconciliation, and general organization is achieved.&nbsp;</li><li>Ensure the service hub is fully stocked, free of clutter, and operating effectively.&nbsp;</li><li>Accountable for cashier execution and efficiency with a focus on service delivery.</li></ul></li></ul><p><b>Store Events:</b></p><ul><li>Oversee and direct flawless execution of store events.</li><li>Be in tune with other Retail, Events and Tuscan Village initiatives.</li><li>Lead the recruitment, training, development and performance of our Sales Reps who will support the events and outdoor experiences.</li><li>Plan effective event schedules that deliver on all experiential initiatives.</li><li>Create comprehensive plan documents to communicate amplification plans well in advance of activities or campaigns</li><li>Maintains a thorough knowledge and understanding of event and tour messaging, goals, and purpose</li><li>Oversee local grass roots marketing of Events and outdoor activities in the community through social media.</li><li>Ensure compliance in execution of our customer communication strategy related to Events and activities within the store location and Tuscan Village plaza.</li><li>Perform additional related responsibilities as requested.</li><li>Know and follow all safety rules and procedures. Report any unsafe working conditions to leader.</li></ul><p><br><b>Health and Safety Requirement: </b>Every employee is responsible for contributing to a safe and healthy workplace. Employees are expected to be active participants in health and safety by following all safety policies and procedures, reporting unsafe conditions or at-risk behaviors to leadership, and conducting work in a safe manner. Those in a leadership role are also expected to model safe behaviors, evaluate risk, and ensure that risks are reduced to acceptable levels.<br><br><b>Education Level:</b> 2-Year Associates Degree<br><b>Years of Experience</b>: 2+<br><br><b>Skills and Qualifications:</b></p><ul><li>Associate degree or equivalent with at least 2 plus years of retail experience in relevant retailer</li><li>High level of comfort dealing with external contacts and developing strong internal relationship</li><li>Excellent organizational and time management skills</li><li>Systems knowledge (POS, Word, Excel) and comfort with social media platforms</li><li>Capability to build strong partnerships and to work collaboratively to achieve goals</li><li>Ability to inspire and motivate others</li><li>Ability to maintain a high level of enthusiasm and a positive attitude</li><li>Has experience recruiting, implementing, and practicing diversity, equity and inclusion in their store environment<b>.</b></li><li>Demonstrated capacity for collaborative work in a retail environment, is adept at serving customers from diverse backgrounds<b>.&nbsp;</b></li><li>Demonstrated interpersonal, written and verbal communication skills</li><li>Ability to work a flexible schedule including nights, weekends and holidays</li><li>Mobility and desire to relocate a plus</li></ul><p>"If you care about the outdoors, joining L.L.Bean is a great way to feel good about what you do. Our benefits package makes a good thing even better, with programs and perks designed to support your health and financial goals. Plus, maintaining a healthy work-life balance and re-charging outside are all part of the plan.</p><p>If your experience looks a little different from what we've identified and you think you'd be great at this role, we'd love to learn more about you! &nbsp; At L.L.Bean, we believe the outdoors brings out the best in all of us.&nbsp; We strive to reflect this every day in our commitments to employees and partners and in our efforts to promote diversity, equity, inclusion, and sustainability."</p>

10 Sales Jobs in Merrimack, NH, USA