In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Job Description: Regional Consultant (Participant Engagement) The Regional Consultant (RC-Dual Role) works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy for local clients and within an assigned book of business. This book of business is comprised of high opportunity corporate retirement plan clients with national locations. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success. In addition, the RC provides financial advice to 401(k) participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns for regional clients. The RC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved. Primary Responsibilities:
Collaborating internally and coordinating national client engagement across multiple locations for an assigned book of retirement plan clients
Building a working relationship with assigned plan sponsors. This includes understanding the organizational culture, participants' needs, and the nuances of each company's structure to be aware of any benefit changes, which could affect the participant's financial well-being.
Researching, analyzing and applying data to identify client challenges and opportunities
Collaborating on a cohesive data-based strategy and presenting it to senior plan sponsor management
Developing local efforts and implementing national initiatives to grow business through customer contact, workshops, lead generation and local branding.
Responsible for business development goals at the plan sponsor level and the participant level. Customer satisfaction, lead generation and number of participants engaged / taking action are success measures.
Communicating, planning and coordinating with internal partners to insure the best possible outcomes for the plan sponsor and their participants
Deliver high quality face-to-face employee meetings for retirement plan participants including: retirement education meetings, one on ones, benefit fairs and help desks.
Yes - 75% of the time. May require travel outside of territory to cover plan sponsor headquarter locations and business planning meetings.
. Education and Experience:
BA or BS required and MBA preferred
Series 7, 63, 66 & insurance licenses are required
10 years minimum financial services industry experience; institutional and plan advocacy experience preferred
CRPC or CFP required (may be earned after hire)
Skills, Knowledge and Attributes
Strong institutional and retail product knowledge
Executive presence and confidence to present a point of view to senior level decision makers
Ability to think on your own, possess an entrepreneurial spirit, try new things, and build your territory
Strong public speaking skills and ability to engage an audience
Demonstrated consultative and influencing skills
Proactive time management and organizational skills
Strong preparation skills and attention to detail
Ability to work independently in a remote location
Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.
Certifications: Series 07 - FINRA, Series 66 - FINRA
Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at firstname.lastname@example.org or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.