SVP, Head of DC Sales

Fidelity Investments • MA Work From Home, MA

2d • $185,000 - $400,000

About The Position

Fidelity is seeking a highly experienced executive to lead its Defined Contribution (DC) sales organization. The role sets strategic direction, drives sustainable revenue growth, and expands Fidelity’s market leadership across Advisor DC, Core, and Large Plan Sponsor segments. It is intended to accelerate client acquisition, improve sales effectiveness, and position Fidelity as a provider of choice in the retirement marketplace through leadership, talent development, and execution of enterprise growth objectives.

The Head of DC Sales leads a team of 17 associates: 10 Advisor DC sales professionals, 4 Core Plan Sponsor sales professionals, and 3 Large Plan Sponsor sales professionals. The organization covers DC retirement advisors and plan sponsors in core and large-market segments, including plans above and below $1.25 billion, across the United States. The role is part of the Institutional Client Group, which distributes and services Fidelity’s investment management capabilities for institutional asset owners, including retirement plans, endowments and foundations, and corporate assets.

Fidelity is transitioning toward a full-time onsite working model through a phased regional and role-based rollout. Current onsite requirements vary, and expectations may evolve; the transition does not apply to fully remote roles. The base salary range is $185,000–$400,000 per year, with placement based on factors including responsibilities, scope, location, and relevant experience. Eligible compensation may also include bonus or other variable compensation. Fidelity states that benefits include health care coverage, emotional well-being support, retirement benefits, paid time off, parental leave, charitable giving match, and educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

Requirements

• Bachelor’s degree required.
• 15 or more years of progressive leadership experience in Defined Contribution, retirement, or the institutional investment industry, including significant leadership responsibility and commercial accountability.
• Deep knowledge of the retirement industry, including Defined Contribution plans, plan sponsor needs, participant outcomes, fiduciary considerations, recordkeeping, and retirement solutions.
• Proven ability to lead large-scale sales organizations, develop go-to-market strategies, increase market share, and achieve significant asset and revenue growth objectives.
• Strong network and credibility among plan sponsors, consultants, advisors, industry influencers, and key centers of influence.
• Series 7 and Series 63 registrations.
• Strategic leadership skills, including translating long-term business objectives into actionable sales growth strategies and measurable outcomes.
• Understanding of industry trends, regulatory developments, marketplace dynamics, and competitive offerings affecting the workplace retirement market.
• Expertise in identifying client needs, positioning complex retirement solutions, and leading large strategic sales opportunities to successful completion.
• Experience leading complex institutional sales opportunities, contract negotiations, pricing discussions, and strategic partnership agreements.
• Strong executive presence and ability to influence senior internal and external stakeholders.
• Commitment to talent development, coaching, accountability, and performance excellence.
• Client-focused and commercially oriented, with a commitment to delivering sustainable value for clients and the business.
• Commitment to maintaining high standards of compliance and following regulatory guidelines.
• Strong analytical, problem-solving, and decision-making capabilities.

Nice To Haves

• Advanced degree.

Responsibilities

• Lead, develop, and maintain a highly motivated and productive sales team to strengthen client relationships and increase sales.
• Expand Fidelity’s Defined Contribution market position, increase sales effectiveness, win strategic mandates, and achieve asset, revenue, and market-share objectives.
• Identify emerging market opportunities, influence enterprise priorities, and help shape the future direction of the Defined Contribution business.
• Represent Fidelity as a senior executive in the retirement marketplace and strengthen the firm’s reputation and influence among plan sponsors, consultants, advisors, recordkeepers, and other stakeholders.
• Develop and execute go-to-market strategies and lead strategic sales opportunities, contract negotiations, pricing discussions, and partnership agreements.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive