Job Description:

Are you a hardworking and organized person who would thrive in a collaborative, fast paced environment? If so, come build your career with us!

As a Sales Strategist, Case Manager your primary responsibility will be supporting Fidelity 401k and multi-product solution sales. You will work closely with your Workplace Investing Retirement Director and Regional Account Executive sales partners to support your team with both their ongoing advisor relationships and the sales process. Your purpose is to ensure the transition from the sale to implementation for our newest clients is the best transition experience possible. In addition, the Sales Strategist, Case Manager will partner with various roles across WI Sales, Sales Support and Operations.  

The Team

Workplace Investing Sales is a collaborative, fast paced and exciting environment. In this role you will be responsible for supporting multiple selling teams to ultimately drive sales and grow long term relationships with plan sponsors and trusted advisors. You will have responsibility for prioritizing, organizing, and leading the hand-off process from sales to implementation which includes coordinating with both internal stakeholders, advisors, plan sponsors, third-party administrators, external recordkeepers and mutual fund providers to ensure all features and setup of the plan is enabled correctly.

The Sales Strategist, Case Manager role will support Sales teams selling $1-100M plan size. This role will serve plan sponsors and their advisors and is focused primarily on supporting confirmed sales from sales commitment through implementation. Multi-product knowledge including Nonqualified DC, Workplace Solutions (e.g., HSA, Student Debt) and Fiduciary Services is a key focus as these products are frequently implemented with DC plan services. Responsibilities include internal audit of pricing and funds to ensure profitability and risk mitigation,

consultation of available fund options and confirmation of fund lineups with Sales, advisors, and plan sponsors,

pricing adjustments, as needed, based on changes to funds and/or services. It requires the ability to effectively influence internal and external partners to take action, proactively assess needs and identify issues with a focus on systematic problem resolution.   

The Expertise You Have

Knowledge of defined contribution, nonqualified, Workplace Solutions and/or financial services industry

Strong understanding of financial advisors and/or third-party administrators

Experience working with sales teams or in collaborative partnerships

Advanced investment product knowledge

Effectively build and maintain relationships

Good business acumen

Minimal travel requirement (<5%)

Series 7 and 63 Required

Bachelors Degree or equivalent with 7+ years’ experience or Masters Degree with 4+ years’ experience

The Skills You Bring

Superb project management skills including the ability to prioritize and pivot based on changing client needs

Outstanding attention to detail

Strong emotional intelligence and interpersonal skills

Excellent written and verbal communication skills

Ability to thrive in a very fast-paced demanding environment

Successful collaboration and interpersonal skills to influence and negotiate with external stakeholders and clients and internal team members at all levels of the organization

Advanced problem resolution skills – adept at doing an analysis to comprehend the causes of the problems and determine the possible solutions

Strong individual contributor within a team environment

The Value You Deliver

Review and discuss all optics of sold plan and considerations with sales team

Engage Implementation following plan audit of assets, participant count, and plan features

Provide support from sales commitment through implementation of plan services. Proactively managing the sales hand-off process for new business within critical project deadlines.

Provide consultation to sales, advisors and plan sponsors regarding available fund and investment options including Fidelity managed account services for plans $20M+ (PP&A)

Address and resolve any inquiries and issues identified by Implementation and/or advisors related to sold plans

Submit and follow exception requests to Exception Committee (ECM) and/or WI Business Acceptance Committee (WIBAC) for non-standard investment and service offerings

Facilitate the collection of plan documents required from prior recordkeeper ($50-$100M plans)

Certifications:

Series 07 – FINRA, Series 63 – FINRA