VP, Regional Account Executive- 401K Sales

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 Fidelitys 401(k) recordkeeping and workplace solutions through financial advisors, thirdparty administrators (TPAs), and direct engagement with small business decisionmakers. Covering Los Angeles, this role serves as the primary relationship lead within the territory, partnering closely with an aligned Retirement Director to deliver consultative, insightdriven solutions that improve client outcomes, strengthen advisor loyalty, and expand Fidelitys market presence. The RAE blends strategic territory management, consultative selling, and thought leadership, converting warm leads into longterm partnerships while guiding retirement plan strategy using Fidelitys integrated platform and tools. TOTAL COMPENSATION TARGET FOR ROLE IS 190K - 65K BASE SALARY PLUS 125K VARIABLE TARGET Preferred Location is Southern California or Dallas/Fort Worth Area, but other locations will be considered (no Eastern Time Zone). 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 territorylevel business plan, including pipeline development, segmentation, and coverage strategy. Partner with internal teams and Retirement Leadership to drive coordinated gotomarket 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, trustbased relationships through proactive followup and disciplined sales execution. Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals. Influence advisor and sponsor decisionmaking through datadriven recommendations and strategic planning. Proven success in consultative sales, financial services, or benefitsrelated 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 fastpaced, collaborative, performancedriven 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 highperformance, collaborative sales organization focused on delivering bestinclass retirement and workplace solutions. RAEs play a critical role in expanding Fidelitys footprint by building profitable, longterm advisor and client relationships across their assigned territories. Fidelitys 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. The base salary range for this position is $65,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Category: Sales At Fidelity, we are passionate about 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 participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy