Job Title: Head of Consultant Relations
Note: Fidelity will not provide immigration sponsorship for this position
The Role
This role leads an expansive team that includes Consultant Relations, National Accounts and Home Office engagement, with responsibility across all markets and products for Fidelity’s Workplace business.
The Expertise and Skills You Bring
- Proven track record of successful senior leadership experience
- Superior communication and listening skills
- Curiosity and a growth mindset
- Executive level communication and engagement experience
- Strong sales/marketing orientation when it comes to the development of new business
- Proven experience in customer obsession
- Exceptional strategic thinking and proven capabilities in implementing strategy across large, matrixed organization
- Established relationships or experience with major retirement-focused consulting firms
- Excellent creative and strategic thinking skills that can be applied to how you set a vision for how we will continually improve our partnership approach to consultants and advisors
- Lead by example in embodying Fidelity’s Leadership Principles
- Extraordinarily strong emotional intelligence, communication skills and interpersonal skills in running larger teams and internal partnerships that build an environment where your team is positively engaged with a focus on continual improvement
- Experience and comfort with technology and technological solutions that can drive a better customer experience and greater efficiency in the sales process
- Set a tone and a vision for Consultant Relations across the Workplace Investing marketplace encompassing all products and all markets
- Bring creative new ideas to how to engage the market in new ways to drive greater growth
- Coach, lead and develop a team of experienced professionals and create an environment where they will get the most out of themselves and the collective team
- Engage and collaborate internally with key partners across Sales, Relationship Management, Marketing, Product, Finance and other parts of the business to set strategy for growth and retention
The Team
The Head of Consultant Relations for Workplace Investing is responsible for developing and executing the firm’s consultant engagement strategy within the retirement and workplace benefits marketplace. This role focuses on leading a national team that is responsible for building strong relationships with consultants, advisors and home offices who advise plan sponsors, influence recommendations, and help drive adoption of the firm’s retirement and benefit solutions. The position requires strategic leadership, deep knowledge of the marketplace and retirement business, and collaboration across a large and complex business. The team supports efforts across sales, relationship management, and product, and will be expected to contribute valuable insight to help influence strategy. This role will require frequent executive level engagement, both internally and externally.
The base salary range for this position is $185,000-$400,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
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.
We offer a wide range of benefits 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.
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.
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. Please consult with your recruiter for the specific expectations for this position.
Certifications:Category:Consulting
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
