Fidelity Investments · 5 hours ago
VP, Solution Architect- Retirement Services
Covington, KY
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expFidelity Investments is a leading financial services company, and they are seeking a VP, Solution Architect in Retirement Services. This role involves collaborating with Account Executives to analyze client requirements and develop tailored solutions while leveraging Fidelity’s products and services.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Performing a comprehensive analysis of client requirements, comparing plan document provisions against our product and services, problem solving for unique plan features, and representing the Fidelity solution during the sales process
Strategic analysis of clients and prospects to identify potential administrative concerns which may require custom solutions and/or exception management
Reviewing plan design, underwriting of legal plan documents, identifying non-standard product and service requirements
Developing creative solutions, understanding the financial and operational impacts, owning internal exception approval process steps
Providing subject matter expertise on retirement and benefit issues during the sales and rebid process
Presenting Fidelity’s differentiation in the employer benefits community through thoughtful proposal responses, high impact presentations, and coaching team members for presentations
Collaborating with prospective clients and representing the Fidelity value proposition as part of the broader solution offering
Catalyzing change within the team and business unit with an eye for customer needs
Providing real time market feedback to product, systems, and marketing organizations
Qualification
Required
Defined Contribution and Defined Benefit expertise required
Bachelor's degree, minimum; Master's degree preferred
Minimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirable
Series 7 and 63 required (can be acquired in role)
Approximately 50% travel requirement
Leadership skills including coaching, mentoring, displaying Fidelity's core values in all situations
Internal influence skills including organizational navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value versus risk of solutions
Client-facing consultation skill to understand needs, influence, and articulate value vs. risk/reward
Presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal, and external including excellent written and verbal communication skills
Industry/competitor knowledge and ongoing 'student of the business'
Preferred
Health & Welfare expertise desirable
5+ years of Fidelity experience desirable
Master's degree preferred
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-16
2026-01-16
Company data provided by crunchbase