Job Description:

Job Title: Vice President, Regional Account Executive- 401K Sales

Note: Fidelity will not provide immigration sponsorship for this position

The Role

The Vice President, Regional Account Executive (RAE) is a senior sales leader responsible for driving growth of Fidelity's 401(k) recordkeeping and workplace solutions through financial advisors, third-party administrators (TPAs), and direct engagement with small business decision-makers.

Covering North Orange County and Las Vegas, this role serves as the primary relationship lead within the territory, partnering closely with an aligned Retirement Director to deliver consultative, insight-driven solutions that improve client outcomes, strengthen advisor loyalty, and expand Fidelity's market presence.

The RAE blends strategic territory management, consultative selling, and thought leadership, converting warm leads into long-term partnerships while guiding retirement plan strategy using Fidelity's integrated platform and tools.

TOTAL COMPENSATION TARGET FOR ROLE IS 190K- 65K BASE SALARY PLUS 125K VARIABLE TARGET

ASSOCIATE MAY WORK REMOTE IF LOCATED IN MID-WEST

The Expertise and Skills You Bring

• Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory.
• Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions.
• Develop and manage a territory-level business plan, including pipeline development, segmentation, and coverage strategy.
• Partner with internal teams and Retirement Leadership to drive coordinated go-to-market execution.
• Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits.
• Deliver compelling presentations and marketing insights to build brand awareness and generate demand.
• Cultivate durable, trust-based relationships through proactive follow-up and disciplined sales execution.
• Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals.
• Influence advisor and sponsor decision-making through data-driven recommendations and strategic planning.
• Proven success in consultative sales, financial services, or benefits-related industries.
• Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred.
• Ability to navigate complex planning conversations and adapt recommendations as client needs evolve.
• Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets.
• Thrives in a fast-paced, collaborative, performance-driven environment.
• FINRA Series 7 and Series 63 required.
• Study time provided to obtain required licenses within two months of hire.

The Team

Fidelity Workplace Investing Sales is a high-performance, collaborative sales organization focused on delivering best-in-class retirement and workplace solutions. RAEs play a critical role in expanding Fidelity's footprint by building profitable, long-term advisor and client relationships across their assigned territories.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:
Series 07 - FINRA, Series 63 - FINRA

Category:

Sales