SVP, Head of DC Investment Sales

Fidelity will not provide immigration sponsorship for this position.

Job Description:

We are seeking a highly experienced and dynamic leader to serve as Senior Vice President, Head of DC Investment Sales. This executive leadership role is responsible for leading the Defined Contribution sales organization by setting a strategic vision, driving sustainable revenue growth, and expanding Fidelity’s market leadership across Advisor DC, Core, and Large Plan Sponsor Market segments.   

This role exists to accelerate client acquisition, maximize sales effectiveness, and position Fidelity as the provider of choice in the retirement marketplace through strong leadership, talent development, and execution of enterprise growth objectives.  

The Expertise You Have 

• Bachelor’s Degree Required; advanced degree preferred  

• 15+ years of progressive leadership experience in Defined Contribution, retirement, or institutional investment industry, including significant leadership responsibility and commercial accountability.  

• Deep knowledge of the retirement industry, including Defined Contribution plans, plan sponsor needs, participant outcomes, fiduciary considerations, recordkeeping, and retirement solutions.   

• Proven ability to lead large-scale sales organizations, develop go-to-market strategies, increase market share, and achieve significant asset and revenue growth objectives.  

• Strong network and credibility across plan sponsors, consultants, advisors, industry influencers, and key centers of influence  

The Skills You Bring 

• Series 7 and 63 registrations  

• Strategic leadership capability with the ability to translate long-term business objectives into actional sales growth strategies and measurable outcomes.  

• Deep understanding of industry trends, regulatory developments, marketplace dynamics, and competitive offerings affecting the workplace retirement market.  

• Expertise in identifying client needs, positioning complex retirement solutions, and leading large, strategic sales opportunities through successful completion.  

• Experience leading complex institutional sales opportunities, contract negotiations, pricing discussions, and strategic partnership agreements. 

• Strong executive presence with ability to influence internal and external stakeholders at the highest level  

• Passion for talent development, coaching, and fostering a culture of accountability, and performance excellence  

• Client-focused and commercially oriented, with a strong commitment to delivering sustainable value for clients and the business.  

• Commitment to maintaining highest standards of compliance and regulatory guidelines  

• Strong analytical, problem-solving, and decision-making capabilities  

The Value You Deliver 

• Lead, develop, and maintain a highly motivated, highly productive sales team which will lead to stronger client relationships and increased sales 

• Deliver business growth by expanding Fidelity’s Defined Contribution market position, increasing sales effectiveness, winning strategic mandates, and achieving asset, revenue, and market share objectives  

• Share the future direction of the Defined Contribution business by identifying emerging market opportunities, influencing enterprise priorities, and ensuring Fidelity remains at the forefront of the retirement industry innovation and client needs  

• Serve as Fidelity’s senior executive representative within the retirement marketplace, strengthening the firm’s reputation and influence among plan sponsors, consultants, advisors, recordkeepers, advisors, and other key stakeholders  

The Team 

The Institutional Client Group (ICG) team is responsible for distributing and servicing Fidelity’s investment management capabilities to institutional asset owners, such as retirement plans, endowments and foundations, and corporate assets. The Head of DC Investment Sales organization leads a team of 17 associates, including 10 Advisor DC sales professionals, 4 Core Plan Sponsor sales professionals, and 3 Large Plan Sponsor sales professionals. Coverage spans DC retirement advisors and plan sponsors across the core and large-market segments, including plans above and below $1.25B with geography across US. 

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.

The base salary range for this position is $185,000-$400,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s 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 Fidelity’s 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:

Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA

Category:

Sales