VP, Workplace Giving Account Executive

Fidelity•Westlake, TX

7d•Remote

About The Position

The Workplace Giving Sales AE (WGSAE) drives adoption of Fidelity’s Workplace Giving and philanthropic solutions. They work with plan sponsors, advisors, and internal teams to build and carry out impactful programs. In this role, you will collaborate with employers to develop and improve their philanthropic programs. You will coordinate Fidelity’s complete solutions, such as Workplace Giving, Fidelity Philanthropic Consulting, and Fidelity Charitable®. These efforts aim to build scalable experiences that increase employee involvement and charitable outcomes. As the primary point of engagement in your market, you will take a consultative approach to identify client needs, develop strategy, and position how philanthropic solutions coordinated through seamless platform connectivity and tax-advantaged giving capabilities can deliver measurable value to both employers and employees! You will partner closely with Managing Directors and cross-functional teams to bring forward cohesive strategies that help clients define, manage, and enhance their philanthropic impact—while driving strong program adoption, differentiation, and long-term growth.

Requirements

5 plus years of proven success in consultative sales, influencing decision-makers, and driving solution adoption within financial services, employee benefits, or related industries
Strong relationship-building and communication skills, with the ability to uncover customer requirements and present compelling, tailored solutions
Knowledge of Workplace Investing, employee benefits, or financial services; familiarity with CSR, workplace giving, philanthropic solutions, or Fidelity internal functions is a plus
Ability to manage territory, pipeline, and time effectively in a goal-driven environment
Strong presentation skills across virtual, phone, and in-person channels with diverse stakeholders
A problem-solving demeanor with the agility to adapt as client needs and solutions evolve
Series 7 and 63 required (or ability to acquire within 2 months of hire)

Nice To Haves

familiarity with CSR, workplace giving, philanthropic solutions, or Fidelity internal functions

Responsibilities

Drive adoption of Workplace Giving solutions through consultative engagement with plan sponsors, advisors, and internal partners
Partner with employers to design and implement philanthropic programs that enhance employee engagement and maximize charitable impact
Position the value of Fidelity’s integrated philanthropic solutions—including giving, matching, volunteering, and donor-advised fund capabilities
Build and execute territory plans, develop a strong pipeline, and contribute to overall sales growth
Leverage market insights and client feedback to strengthen positioning and generate demand
Demonstrate disciplined execution through strong preparation, follow-up, and relationship management
Collaborate with Fidelity Charitable® and Fidelity Philanthropic Consulting to deliver a comprehensive, integrated solution that streamlines giving and improves impact