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VP, Planning & Engagement at skillventory - A Leading Talent Research Firm | JobVerse
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VP, Planning & Engagement
skillventory - A Leading Talent Research Firm
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VP, Planning & Engagement
Westlake, Texas, United States of America
Full Time
2 hours ago
$118,000 - $226,000 USD
No H1B
Apply Now
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
Apply Now
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