VP, Regional Account Executive- 401K Sales

About 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. 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.

Responsibilities

• 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.

Requirements

• FINRA Series 7 and Series 63 required.
• Study time provided to obtain required licenses within two months of hire.

Qualifications

• 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.

Skills

• Subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits.
• Delivery of compelling presentations and marketing insights to build brand awareness and generate demand.
• Cultivation of durable, trust-based relationships through proactive follow-up and disciplined sales execution.
• Data-driven recommendations and strategic planning influence advisor and sponsor decision-making.
• Leadership through preparation, accountability, and consistent achievement of sales goals.

Benefits

• Flexible work arrangements available, with some roles requiring 100% onsite presence and others requiring less, depending on location.
• Fidelity’s Onsite Working Model is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
• Full-time onsite roles may have varying onsite expectations as the rollout continues.
• Onsite expectations are likely to evolve as the rollout continues.
• This transition does not apply to fully remote roles.

Pay

Total compensation target for the role is $190,000 - $65,000 base salary plus $125,000 variable target.

Schedule

Associate may work remotely if located in the Midwest.