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<h3></h3><h3>Job Description:</h3>The RoleWe have an exciting sales opportunity working with Broker Dealer Intermediaries and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees.The Skills and Expertise You Bring<ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA a plus</li><li>Passion for the financial or investment management industry</li><li>Minimum of 2+ years of sales experience working within the Financial Service Industry</li><li>Your outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Your excellent interpersonal skills that translate into a positive client experience</li><li>Your passion for sales and the ability to uncover and qualify new opportunities</li><li>Your commitment to constant self-improvement and exhibit a competitive drive</li><li>Your ability to thrive in our fast-paced environment and enjoy being part of a strong team</li><li>Your high aptitude to learn new things quickly and adapt to new situations</li><li>Your effective consultative sales and presentation skills</li></ul>The TeamAs a Regional Sales Consultant (Hybrid Wholesaler) your primary responsibility will be supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in your territory. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. In your role you will be an important part of the FI Intermediary Investment &amp; Sales distribution team and will be responsible for phone and virtual-based sales interactions, along with making in-person sales calls, partnering with your specialist teams to drive new business, retain assets and grow market share. This role will require 25% travel and is based in Westlake, TX.<h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3></h3><h3>Category:</h3><h3></h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Regional Sales Consultant

<h3>Job Description:</h3>The RoleAs Fidelity Investments' Director for Health and Welfare Growth Enablement, you will build and enhance our diverse benefits administration engagement and communication offerings. This pivotal role drives our Health and Welfare Benefit Administration business growth, being part of a team to implement go-to-market strategies and support clients in solution implementation.Key ResponsibilitiesGo To Market Responsibilities<ul><li>Guide product exploration through user research, competitive analysis, industry trends, customer and internal stakeholder input, and internal specialists to establish a vision and uphold a customer-centric product strategy.</li><li>Lead the development of coordinated go-to-market strategies, covering customer targeting and fit, packaging and pricing, and channel distribution options.</li><li>Collaborate with the marketing team to build compelling product positioning and messaging that effectively communicates value to target audiences.</li><li>Serve as the product area specialist, aiding all business collaborators throughout the enterprise, such as marketing, relationship management, sales, communication consultants, and workplace consulting.</li><li>Guarantee product preparedness and promote internal training throughout the organization, encompassing a cross-functional, organization-wide endorsed service structure, RFI/RFP materials and positioning, sales, and client team preparedness. Create and maintain centralized communications and collateral.</li><li>Collaborate with deployment team to ensure a seamless and bundled deployment approach, considering launch timeframes, opportunities for coordination with other products, and simplicity for the field.</li><li>Support sales, implementation and client facing teams to drive adoption and client happiness with the product.</li><li>Define and track measures of efficiency and key performance metrics, including adoption, use, engagement, efficiency, client retention, and happiness. Leverage data to drive continuous improvement.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required.</li><li>7+ years of experience in go-to-market planning, marketing and product positioning &amp; messaging, product development, and/or benefits communications consulting.</li><li>5+ years in the financial services or third-party benefit administration industry or employer servicing experience, with health-related benefits and administration being a plus.</li><li>Understand employer-provided benefits like medical, dental, vision, retirement, HSA/FSA, and voluntary benefits.</li><li>Comfortable navigating complex organizations and interacting with cross-functional teams spanning multiple business units.</li><li>Demonstrates strong strategic competence with a customer-centric viewpoint.</li><li>Clear communication skills, comfortable engaging with all levels of management, clients, and external audiences.</li><li>Ability to lead, influence, and motivate colleagues and peers without formal authority.</li><li>Intellectually curious and capable of modeling a culture of learning and mentoring.</li><li>Strategic and long-term problem solver without compromising speed for perfection.</li><li>Ability to prioritize multiple tasks, meet deadlines, and deliver business results.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Health focuses on offering products and services to assist customers with health care benefits.We are in need of candidates with various skills, unwavering curiosity, a proactive approach, and the dedication to bring new digital experiences to fruition.<h3>Certifications:</h3><h3>Category:</h3>Sales SupportMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Health and Welfare Growth Enablement

<h3>Job Description:</h3>The Director, Pension Benefit Consultant is the lead Defined Benefit specialist responsible for understanding and documenting our client’s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe Director, PBC’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.The Director, Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The Director, PBC is the go-to resource among the project team for all DB-specific matters and builds confidence with clients that Fidelity will operate their DB Plans accurately.The Expertise You Have<ul><li>Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years</li><li>Strong analytical skills, attention to detail</li><li>Strong consultative skills</li><li>Work within a project matrix, able to handle time effectively</li><li>Working understanding of pension laws and regulations</li><li>Actuarial designations (EA, ASA) a plus but not required</li></ul>The Skills You Bring<ul><li>Solid DB experience having worked with a wide variety of DB Plans and features</li><li>Actuarial expertise</li><li>Ability to document the benefits of a DB plan in extensive, complete detail</li><li>Experience actively gathering information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans</li><li>Ability to create and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations</li><li>Your experience consulting with clients about DB Plan issues, design features, inputs and outcomes</li><li>Your experience problem solving, and finding solutions all parties can move forwards with</li><li>Your project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget</li><li>Your experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets</li><li>Ability to work effectively on your own, and at the same time as part of a large internal and external team, often from a remote work situation</li><li>Ability to detect and surface problems and obstacles and lead the team to resolution</li></ul>The Value You Deliver<ul><li>Demonstrating your DB expertise to help others at Fidelity do their jobs across the large project team</li><li>Owning the discovery and learning of the mechanics of how the client’s DB Plans operate directly with clients and their representatives</li><li>Reading client plan documents, sample calculations, SPDs, valuation file specifications</li><li>Leading client review meetings and conference calls</li><li>Leading issue resolution</li><li>Showing the client you have gained full knowledge of their DB Plans and building their confidence in Fidelity</li><li>Crafting a comprehensive test plan to ensure DB participant calculations are accurate</li><li>Working with developers to debug and certify the DB participant benefit calculations in their entirety</li><li>Working with data analysts to validate the client participant data is correct and complete, and to identify any gaps</li><li>Training the ongoing operations team in all DB calculation aspects, so they can carry the client going forwards</li></ul><h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Pension Benefit Consultant

<h3>Job Description:</h3><h3>Health &amp; Welfare – Health Care Program Manager</h3>The Health &amp; Welfare Health Care Program Manager will utilize their project and program management, consulting, analysis, and domain skills to provide the best outcomes for our client, their participants, and Fidelity.The Expertise We’re Looking For<ul><li>Bachelor’s degree or equivalent years of industry experience</li><li>5-8 years of Health and Welfare benefits service experience</li><li>5+ years of professional experience (and demonstrated competence, depth, and breadth)</li><li>Prior H&amp;W client implementation and\or platform migration experience</li><li>Prior program management experience</li><li>Experience in Agile preferred, but not required</li><li>Proficient with Microsoft Office applications</li></ul>The Purpose of Your RoleThe Health &amp; Welfare Health Care Program Management is a key member of the Health &amp; Welfare (HW) Implementations and Platform Migrations team that services Fidelity clients. The role provides for the ability to work in a growing Health &amp; Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health &amp; Welfare benefits administration landscape. The Skills You Bring<ul><li>Ability to independently manage one’s own workload</li><li>Regulatory and legislative knowledge in aligned service area</li><li>Understanding of benefits administration systems</li><li>Demonstrates excellent communication skills (written and verbal)</li><li>Ability to conduct detailed analysis and document findings</li><li>Procedure execution and process improvement</li><li>Quality-first mindset</li></ul>The Value You Deliver<ul><li>Develop project plan to facilitate migration from one administrative platform to another</li><li>Adhere to project and program management standards</li><li>Supporting all project roles</li><li>Interface and integrate with Product Roadmap liaisons to promote system and tool updates</li><li>Ability to leverage online workflow tracking tools, including Monday.com and JIRA is a plus</li><li>Design and implement project strategy including risk tracking, status tracking, milestones and deliverables</li><li>Partnering with the Director Client Consultant and all other work-stream leads to meet project deliverables</li></ul>How Your Work Impacts the Organization Fidelity’s healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health &amp; Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals. <h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Health Care Program Management

<h3>Job Description:</h3>The RoleThe Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.The Expertise and Skills You Bring<ul><li>Bachelor's Degree</li><li>5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management</li><li>Confidently lead by influence and use strong communication and interpersonal skills to work across organizations</li><li>Analytical, organized, and have strong multi-tasking skills</li><li>Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities</li><li>Identify and lead quality improvement initiatives and other special projects for the team</li><li>Strong knowledge of defined contribution, financial services, and/or benefits industries</li><li>Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate</li><li>Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted</li><li>Monitoring and reporting on project status</li><li>Consulting with clients to understand their needs</li><li>Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation</li><li>Coaching and mentoring others to draw out their skills and expertise</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAs part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

401k Implementation Project Manager

<h3>Job Description:</h3>The RoleFidelity Institutional (FI)’s Intermediary Investment Client Group (IICG) is seeking a Director, Associate Relationship Manager (ARM) to join the Financial Institutions Group (FIG) to partner with Relationship Managers to provide coverage to home office personnel at leading financial institutions within its Core Wealth channel to strengthen client relationships, expand investment product placement and distribution opportunities.The Associate Relationship Manger role is a critical position, focused on fostering high levels of client satisfaction by effectively representing Fidelity Asset Management solutions to strategic and opportunistic clients that both forward Fidelity’s presence within the client’s system but also aligns with the needs and strategic plan of the client’s advisor led service model in the private wealth space. This person will need to collaborate with other Fidelity Teams (including but not limited to Asset Management, Sales, Legal, Operations, and our in-house custody &amp; clearing units) to implement client-centric solution that broaden and deepen our Fidelity presence while enhance the customer experience.'Core responsibilities of an Associate Relationship Manager include:<ul><li>Present &amp; appropriately position Fidelity asset manager solutions to research and product personnel at selected BDs, Banks and RIAs.</li><li>Develop actionable account plans that broaden product offering and defend existing assets</li><li>Work effectively across National Account Team (Including KAMs &amp; Investment RMs) to develop and implement thorough firm coverage strategies that leverage best practices but can be customized at scale effectively</li><li>Collaborate with sales and marketing teams to align and communicate account plans that furthers the advisor enablement efforts set forth by the FI Sales Organization</li><li>Work with FI Distribution leadership to design an effective budget to support portfolio of client assigned to the ARM</li><li>Implement Fidelity’s investment products onto client investment platforms seamlessly</li><li>Work with Key Account Managers to coordinate and deliver firm due diligence questionnaires, RFIs, and custom reporting requirements</li><li>Facilitate client interactions with Fidelity Asset Management &amp; Investment Specialists</li><li>Arrange FI’s participation in firm conferences and help coordinate FI hosted due diligence events</li><li>Act as lead relationship contact for all day-to-day support needs of key home office clients, providing impeccable service</li><li>Maintain and manage internal resources to improve firm knowledge and engagement, including Salesforce, Firm Resource Center, FI Weekly Bulletin, playbooks, and account plans</li></ul>The Expertise and Skills You Bring <ul><li>Bachelor’s Degree</li><li>Series 7 and 63</li><li>Applicable Investment Certifications such as CFA, CIMA, Etc.</li><li>Passion for the financial or investment management industry</li><li>5 years of experience working in the Financial or Investment Management industry</li><li>Excellent interpersonal and communication skills</li><li>Strong investment acumen</li><li>Team Attitude that is both positive and demonstrates a strong work ethic</li><li>Self-motivated with a dedication to continuous self-improvement</li><li>Ability to thrive in a fast-paced and collaborative environment</li><li>Highly resourceful, organized, and capable of working independently while prioritizing both Fidelity &amp; Client priorities</li><li>Quick learner with ability to adapt to new situations</li><li>Effective listening, communication, and presentation skills</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Institutional is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels.<h3>Certifications:</h3>Series 07 - FINRA, Series 52 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

6 Sales Jobs in Denton County