Hybrid VP, Solution Architect – Retirement Services Retention

at skillventory - A Leading Talent Research Firm

• Job title: VP, Solution Architect – Retirement Services Retention
• Job type: Full Time
• Experience level: Lead
• Salary: $130,000 - $190,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Covington, United States

About the role

• VP, Solution Architect responsible for analyzing client needs and retaining corporate clients for Fidelity retirement services. Collaborating with stakeholders and leveraging Fidelity's solutions to drive client satisfaction.

Responsibilities

• This role works closely with Retention Executives to retain our largest corporate clients in support of WI sales and retention goals.
• As a Solution Architect, you are responsible for 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 rebid process.
• This role relies heavily on your knowledge of Fidelity’s products, services and processes and your ability to think strategically, coordinate with clients and their consultants, and collaborate with internal business partners.

Requirements

• Defined Contribution and Defined Benefit expertise required
• Health & Welfare expertise desirable
• 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
• Strategic analysis of clients 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 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

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career