Job Title: Vice President, Regional Account Executive (401K Sales)
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As Vice President, Regional Account Executive (RAE), the successful candidate will drive growth of Fidelity's 401(k) recordkeeping and workplace solutions business throughout New York State (excluding New York City and Long Island). This role is responsible for driving new business growth by building and leveraging a network of financial advisors and third party administrators (TPAs) to identify opportunities and connect clients with Fidelity's retirement plan solutions. Serving as a strategic resource on retirement plan solutions, the RAE will provide a consultative sales experience for advisors, TPAs, and small business owners that helps improve client outcomes and expand Fidelity's presence in the market.
The Expertise and Skills You Bring
Your expertise includes a proven track record in consultative sales, financial services, or benefit-related industries. Preferred qualifications include:
- Experience selling through intermediaries such as financial advisors, TPAs, and consultants
- Demonstrated success uncovering client needs and delivering tailored retirement and financial wellness solutions
- Proven ability to build and execute territory business plans, including market segmentation, pipeline development, and coverage strategy
- Experience developing referral networks and driving business growth through financial advisors and other key influencers
- Strong relationship-building skills with the ability to earn trust and influence decision-makers
- Ability to thrive in a fast-paced, collaborative, results-oriented environment
- Knowledge of 401(k) recordkeeping, administration, investments, and employee benefits
- FINRA Series 7 and 63 licenses, or the ability to obtain them upon hire
The Team
Fidelity Workplace Investing Sales is a high-performing, collaborative sales organization focused on helping employers and their employees achieve better retirement outcomes. RAEs are responsible for growing Fidelity's presence within their territories by developing advisor and TPA relationships, generating new business opportunities, and partnering with an aligned Retirement Director to deliver retirement and workplace solutions that meet clients' evolving needs.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Certifications:Series 07 - FINRA, Series 63 - FINRACategory:SalesSkills Required
- Proven track record in consultative sales, financial services, or benefit-related industries
- FINRA Series 7 and Series 63 licenses, or ability to obtain them upon hire
- Experience selling through intermediaries such as financial advisors, TPAs, and consultants
- Demonstrated success uncovering client needs and delivering tailored retirement and financial wellness solutions
- Proven ability to build and execute territory business plans, including market segmentation and pipeline development
- Experience developing referral networks and driving business growth through advisors and other influencers
- Strong relationship-building skills with ability to earn trust and influence decision-makers
- Knowledge of 401(k) recordkeeping, administration, investments, and employee benefits
Fidelity 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.
Fidelity Investments Insights
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.
