VP, Regional Account Executive- 401K Sales
Job Description
Job Description:
Job Title: Vice President, Regional Account Executive- 401K Sales
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Vice President, Regional Account Executive (RAE) is a senior sales leader responsible for driving growth of Fidelity's 401(k) recordkeeping and workplace solutions through financial advisors, thirdparty administrators (TPAs), and direct engagement with small business decisionmakers.
Covering North Orange County and Las Vegas, this role serves as the primary relationship lead within the territory, partnering closely with an aligned Retirement Director to deliver consultative, insightdriven solutions that improve client outcomes, strengthen advisor loyalty, and expand Fidelity's market presence.
The RAE blends strategic territory management, consultative selling, and thought leadership, converting warm leads into longterm partnerships while guiding retirement plan strategy using Fidelity's integrated platform and tools.
TOTAL COMPENSATION TARGET FOR ROLE IS 190K- 65K BASE SALARY PLUS 125K VARIABLE TARGET
ASSOCIATE MAY WORK REMOTE IF LOCATED IN CA OR NV. WESTLAKE, TX LOCATION WOULD BE HYBRID
The Expertise and Skills You Bring
Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory.
Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions.
Develop and manage a territorylevel business plan, including pipeline development, segmentation, and coverage strategy.
Partner with internal teams and Retirement Leadership to drive coordinated gotomarket execution.
Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits.
Deliver compelling presentations and marketing insights to build brand awareness and generate demand.
Cultivate durable, trustbased relationships through proactive followup and disciplined sales execution.
Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals.
Influence advisor and sponsor decisionmaking through datadriven recommendations and strategic planning.
Proven success in consultative sales, financial services, or benefitsrelated industries.
Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred.
Ability to navigate complex planning conversations and adapt recommendations as client needs evolve.
Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets.
Thrives in a fastpaced, collaborative, performancedriven environment.
FINRA Series 7 and Series 63 required.
Study time provided to obtain required licenses within two months of hire.
The Team
Fidelity Workplace Investing Sales is a highperformance, collaborative sales organization focused on delivering bestinclass retirement and workplace solutions. RAEs play a critical role in expanding Fidelity's footprint by building profitable, longterm advisor and client relationships across their assigned territories.
The base salary range for this position is $65,000 - $75,000 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.
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:
Category:
SalesJob Description:
Job Title: Vice President, Regional Account Executive- 401K Sales
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Vice President, Regional Account Executive (RAE) is a senior sales leader responsible for driving growth of Fidelity's 401(k) recordkeeping and workplace solutions through financial advisors, thirdparty administrators (TPAs), and direct engagement with small business decisionmakers.
Covering North Orange County and Las Vegas, this role serves as the primary relationship lead within the territory, partnering closely with an aligned Retirement Director to deliver consultative, insightdriven solutions that improve client outcomes, strengthen advisor loyalty, and expand Fidelity's market presence.
The RAE blends strategic territory management, consultative selling, and thought leadership, converting warm leads into longterm partnerships while guiding retirement plan strategy using Fidelity's integrated platform and tools.
TOTAL COMPENSATION TARGET FOR ROLE IS 190K- 65K BASE SALARY PLUS 125K VARIABLE TARGET
ASSOCIATE MAY WORK REMOTE IF LOCATED IN CA OR NV. WESTLAKE, TX LOCATION WOULD BE HYBRID
The Expertise and Skills You Bring
Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory.
Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions.
Develop and manage a territorylevel business plan, including pipeline development, segmentation, and coverage strategy.
Partner with internal teams and Retirement Leadership to drive coordinated gotomarket execution.
Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits.
Deliver compelling presentations and marketing insights to build brand awareness and generate demand.
Cultivate durable, trustbased relationships through proactive followup and disciplined sales execution.
Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals.
Influence advisor and sponsor decisionmaking through datadriven recommendations and strategic planning.
Proven success in consultative sales, financial services, or benefitsrelated industries.
Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred.
Ability to navigate complex planning conversations and adapt recommendations as client needs evolve.
Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets.
Thrives in a fastpaced, collaborative, performancedriven environment.
FINRA Series 7 and Series 63 required.
Study time provided to obtain required licenses within two months of hire.
The Team
Fidelity Workplace Investing Sales is a highperformance, collaborative sales organization focused on delivering bestinclass retirement and workplace solutions. RAEs play a critical role in expanding Fidelity's footprint by building profitable, longterm advisor and client relationships across their assigned territories.
The base salary range for this position is $65,000 - $75,000 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.
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:
Category:
SalesAbout Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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