Account Executive (AE) will lead acquisition effort with Mid and Large Market corporate Defined Contribution plan sponsor prospects in a multi-state territory (CA / Southwest) . Emphasis is on effective sales process execution and territory development.
The Expertise We’re Looking For
- 10+ years institutional sales or client-facing experience required
- Advisor/ Consultant or intermediary sales experience
- Defined contribution experience required
- Mid or Large Market experience preferred (50-250 Million Plan Assets)
- Requires ~40% travel.
- NASD Series 7 and 63 required.
- College degree required.
The Purpose of Your Role
As an institutional sales executive, you will be responsible for prospecting and advancing opportunities through financial intermediaries. You’ll help lead pursuit teams, responsible for developing and maintaining strong relationships internally and externally.
The Skills You Bring
- Ability to comprehend and conceptualize prospect needs / interests and devise effective strategies
- Critical listening, questioning and communication skills (written and verbal).
- Relationship selling skills (B2B client and external consultant)
- Ability to sustain the complex sale and longer institutional cycle (typically 2+ months).
- Complex and competitive fee and contract negotiation.
- Ability to analyze plan design, operations, investments, and recommend specific solutions.
- Demonstrated product and service subject matter expertise.
- Ability to coordinate RFP process.
- Exceptional prioritization, time management and organizational skills.
The Value You Deliver
- Defined Contribution sales (full-service recordkeeping).
- AUA (assets under administration) sales.
- AUM sales.
- Multi-product sales.
- Deal strategy development (in close collaboration with manager).
- Creative thinking (deal strategy / tactics)
- Real Deal Prep Process.
- Finals preparation and presentation.
- Post Finals advancing and closing strategy / execution.
- Coverage and activity requirements (calls, emails, meetings, LinkedIn).
- Salesforce.com reporting and forecasting.
- Consultant/ Advisor relationships.
- Internal business partner leadership and collaboration.
- Efficient hand-offs to Implementation.
- Compliance with WI Finance pricing / risk and policies
- Adherence to FINRA / other sales practice and other reqs.
- FINRA licensing
How Your Work Impacts the Organization
You will help Fidelity and WI grow through the acquisition of new clients, assets and multi-product relationships. AEs also help retain existing clients merging with other organizations.
The base salary range for this position is $75,000 - $100,000 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.
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.
Certifications:Series 07 - FINRA, Series 63 - FINRACategory:SalesFidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
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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.
