Job Description:

This role is well-suited for someone who enjoys solving Fidelity's Stock Plan Services prospective or existing clients’ requirements in a fast-paced, team-oriented environment. If you’re motivated by being part of a hard-working, creative, and collaborative team that loves to win, this role if for you!

NATIONWIDE LOCATIONS / WORK FROM HOME / REMOTE

The Expertise We’re Looking For

Equity compensation knowledge and expertise

Bachelor’s Degree

Series 7 and Series 63 required (able to acquire within 90 days of hire)

Minimum 7 years related product/ proven experience

Approximately 25% travel requirement

The Purpose of Your Role

You will partner with Account Executives, Managing Directors and Product & Service Consultants to win new Stock Plan Services clients. You will be responsible for performing a comprehensive analysis of a client’s equity compensation requirement requirements for participants and plan sponsors. This includes reviewing 10ks and plan documents for single or multi-product requests and successfully demonstrating Fidelity’s solutions during the sales or re-bid processes. The role will consult to position our product offering to meet the client needs.

This role relies heavily upon your knowledge of SPS products, technology, services, and processes. The ideal candidate has ability to think strategically, advise clients, and collaborate with internal business partners. Success in this position will be dependent upon excellent knowledge of equity compensation and benefits industry, SPS standard product offerings, and key competitors’ product offerings. We are looking for someone with a consistent record of success in selling product solutions to prospects and clients.

The Skills You Bring

Leadership skills – coaching, mentoring, displaying leadership characteristics in all situations

Perform both strategic and tactical work effectively, applying strategy to high impact messages/themes throughout on all phases of the deal.

Develop solutions consistent with our current and planned capabilities, including understanding the financial impact of such solutions and with respect to our standard business model.

Get results while preserving relationships. Internal influence skills include organization navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value vs. risk of solutions

Client-facing consultation and outstanding listening skills to understand needs.

Expert presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal and external.

Excellent verbal and written communication skills

The Value You Deliver

Helping to grow the Stock Plan Services business as we expand our capabilities and market reach

Performing strategic analyses on behalf of clients and prospects to identify fit and potential service model issues which may require exception management.

Performing detailed plan document review for potential new business relationships and detailing standard & non-standard product/ service requirements.

Owning internal exception approval process steps to find proven solutions.

Providing subject matter expertise on equity compensation issues during the sales/ rebid process.

Owning the integrity of final RFP responses and ensuring that our team of Account Executives understand the solution being offered.

Consulting with prospective clients and representing the Fidelity value proposition as part of the broader solution offering.

Representing the voice of the customer/market to influence product roadmap

How Your Work Impacts the Organization

Our team strives to win and retain clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as a leader in equity compensation.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Please see below for the salary range for work locations in Colorado only:

$100,000 – $180,000

This position is eligible for incentive compensation or an annual bonus opportunity.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.