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VP, Regional TPA Consultant

Company: Fidelity Investments
Location: Boston
Posted on: November 26, 2022

Job Description:

Job Description: This role partners with our selling teams, supports our business development efforts with Third Party Administrators, and builds our presence in the TPA retirement plan marketplace. You will identify, build, and maintain strong relationships with TPAs in your region. You will focus on educating TPAs, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Director of TPA Programs. Mostly, you will be serving our TPA partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.WE ARE CURRENTLY HIRING FOR THREE POSITIONS, THESE ROLES CAN BE BASED REMOTELY WEST COAST, EAST COAST AND CENTRAL US. The TeamFidelity Workplace Investing Sales is a collaborative, conscientious, fast-moving and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity s 401(k) solutions, education and services. In this role you will have direct responsibility for working with a team of top-tier sales professionals to help bring the value of Fidelity s retirement solutions to our TPAs, Core segment clients, and prospects. You will focus on growth and increased traction in the TPA market segment.The Expertise You Have

  • Experience in a business development or sales role
  • Understanding of TPA value proposition and experience
  • Track record of running successful initiatives and projects
  • Passion for relationship building and partnering
  • Process-oriented mind-set combined with a dynamic and flexible operating style
  • Project organization, management, and deployment
  • Series 7 & 63 licenses need to be acquired upon accepting the role
  • Previous experience and knowledge of the retirement benefits landscape are must-havesThe Skills You Bring
    • Excellent listening & communication / story-telling skills that develop trust with TPAs, clients, and business partners
    • External communication and relationship management experience that positions you to be an ambassador for Fidelity s TPA-friendly solutions
    • Creative problem solving with an ability to combine analytical and critical thinking
    • Agility and flexibility the ability to reconcile conflicting demands and pivot as needed to seize opportunities
    • Curiosity about people, business, economics, and our product solutionsThe Value You Deliver
      • Develop a TPA network focused on growing and better servicing clients with Fidelity
      • Create TPA sales strategy with selling teams
      • Engage TPAs in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions
      • Support selling teams to deliver best in class sales meetings with TPAs
      • Work with TPA firms to train, engage, and employ best practices to work with Fidelity s recordkeeping system
      • Advocate on behalf of the TPA externally and internally to support market share growth and retention efforts
      • Be a liaison between TPA and Fidelity to find right services, resources, and support for TPA partners
      • Contribute to product development and process improvement efforts
      • Other duties as assigned.Certifications: Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."We invite you to Find Your Fidelity at .Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

Keywords: Fidelity Investments, Boston , VP, Regional TPA Consultant, Executive , Boston, Massachusetts

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