VP, Advisor Consultant

Fidelity Investments•WA Work From Home, WA

23h•$65,000 - $75,000•Remote

About The Position

This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace. You will identify, build, and maintain strong relationships with Advisors in your territory which covers Washington, Oregon, Northern California. As an Advisor Consultant, you will focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.

Requirements

Experience in a business development or sales role
Understanding of Advisor value proposition and experience
Track record of running successful initiatives and projects
Passion for relationship building and partnering
Curious mind-set combined with a dynamic and flexible operating style
Project organization, management, and deployment
Series 7 & 63 licenses need to be acquired upon accepting the role
Previous experience and knowledge of the retirement benefits landscape are must-haves
Excellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partners
External communication and relationship management experience that positions you to be an ambassador for Fidelity’s Advisor-friendly solutions
Creative problem solving with an ability to combine analytical and critical thinking
Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities
Curiosity about people, business, economics, and our product solutions

Responsibilities

Develop an Advisor network focused on growing and better servicing clients with Fidelity
Create Advisor centric sales strategies with selling teams
Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions
Support selling teams to deliver best in class sales meetings with Advisors
Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system
Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts
Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners
Contribute to product development and process improvement efforts