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Fidelity Bank · 1 month ago

Director, Product and Service Consultant- Retirement Services

6501 S Fiddlers Green Cir, Greenwood Village CO

Full-time

Hybrid

Mid, Senior Level

7+ years exp

Fidelity Bank is seeking a Director, Product and Service Consultant for their Retirement Services team. This dynamic role involves project managing sales processes, working closely with Account Executives, and leveraging product knowledge and relationship-building skills to attract and retain Workplace Investing clients.

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Responsibilities

Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies

Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery

Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos

Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs

Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process

Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers

Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery

Qualification

Defined Contribution experienceSeries 7 certificationSeries 63 certificationProject managementCommunication skillsListening skillsRelationship buildingFlexibilityAttention to detail

Required

Defined Contribution experience required

Bachelor's Degree required

Minimum 7 years related product or industry experience

Series 7 and 63 required (can be attained in role)

Approximately 15-25% travel requirement

Proactively collaborates, influences, and establishes relationships across the organization to deliver results

Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand

Strong listening skills to identify internal and external customer needs

Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals

Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy

Preferred

multi-product experience desired (including but not limited to Defined Benefit, Health & Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.)

MBA or other advance degree a plus

Fidelity experience desirable