Senior Vice President at BBVA responsible for defining sales strategies and maximizing client profitability. Collaborating with multidisciplinary teams to expand market share and achieve sales objectives.
SF
Hybrid VP, Advisor Consultant
Posted last month
About the role
- VP, Retirement Advisor Consultant focused on educating Advisors and maintaining strong relationships in the retirement plan marketplace for Fidelity. Engaging in business planning and supporting sales efforts.
Responsibilities
- This role partners with our selling teams
- Support our business development efforts with Advisors
- Build our presence in the Advisor retirement plan marketplace
- Identify, build, and maintain strong relationships with Advisors in your territory
- Focus on educating Advisors, firms, and partners on our services and processes
- Partner and be responsible for key projects with our Vice President of External Business Development
- Serve our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients
- Develop an Advisor network focused on growing and better servicing clients with Fidelity
- Create Advisor centric sales strategies with selling teams
- Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions
- Support selling teams to deliver best in class sales meetings with Advisors
- Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system
- Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts
- Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners
- Contribute to product development and process improvement efforts
Requirements
- Experience in a business development or sales role
- Understanding of Advisor value proposition and experience
- Track record of running successful initiatives and projects
- Passion for relationship building and partnering
- Curious mind-set combined with a dynamic and flexible operating style
- Project organization, management, and deployment
- Series 7 & 63 licenses need to be acquired upon accepting the role
- Previous experience and knowledge of the retirement benefits landscape are must-haves
- Excellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partners
- External communication and relationship management experience that positions you to be an ambassador for Fidelity’s Advisor-friendly solutions
- Creative problem solving with an ability to combine analytical and critical thinking
- Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities
- Curiosity about people, business, economics, and our product solutions
Benefits
- comprehensive health care coverage
- emotional well-being support
- market-leading retirement
- generous paid time off
- parental leave
- charitable giving employee match program
- educational assistance including student loan repayment
- tuition reimbursement
- learning resources to develop your career
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