VP, Planning & Engagement
Westlake, Texas, United States of America
Full Time
2 hours ago
$118,000 - $226,000 USD
No H1B
Key skills
Sales
About this role
Role Overview
- partner with Fidelity’s largest Strategic Plan Sponsors to develop and implement advice/guidance programs
- consult with clients on participant engagement solutions
- build and implement strategies to engage participants
- support Personalized Planning & Advice, driving financial wellness
Requirements
- Bachelor's degree, MBA preferred
- 10+ years in Financial Services, with solid understanding of the retirement industry
- Experience building productive client relationships in a client management or sales role
- FINRA Series 7 & 63 required
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career