New York, New York, United States · Hybrid
$65k–$75k/yr
Job Description: Job Title: Vice President, Regional Account Executive (401K Sales) Note: Fidelity will not provide immigration sponsorship for this position. The Role As Vice President, Regional Account Executive (RAE),…
Skills: Consultative sales, Financial services, Retirement plan solutions, 401(k) recordkeeping, Relationship building
Arizona, United States · Hybrid
$96k–$210k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The Executive Planning Consultant (EPC) serves as a trusted financial advisor to senior executives and C-suite leaders …
Skills: Financial Planning, Investment Guidance, Asset Management, Relationship Management, Retirement Income Strategies
Durham, North Carolina, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. Position Description: Develops large‑scale, full‑stack application architectures that support complex business workflows. Design…
Skills: Angular, Spring Boot, Java, RESTful APIs, AWS
Dublin, Leinster, Ireland · On-site
Job Description: Corporate Actions Senior Analyst (Level 4) Location: Dublin The Corporate Actions Senior Analyst is responsible for the daily processing associated with Mandatory and Voluntary Corporate Actions. The suc…
Skills: Corporate Actions, Fund Accounting, Custody Industry, Mutual Fund Operations, Financial Services
Salt Lake City, Utah, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Are you passionate about customer service? Do you have an interest in real estate? Do you thrive when leading people an…
Skills: Customer Service, Hospitality Management, Facilities Management, Vendor Management, Real Estate Operations
Bangalore, Karnataka, India · On-site
Job Description: Job Title: Manager, Data Science The Purpose of this Role Are you interested in joining a fast paced and cutting-edge organization where you can make an immediate impact on the business? Do you want to b…
Skills: Data Science, Machine Learning, Predictive Modelling, Natural Language Processing, Large Language Models
Merrimack, New Hampshire, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role We are seeking an experienced Facilities and Operation Building Engineer to join a team that services and maintains cri…
Skills: Mechanical systems, Electrical systems, Plumbing systems, Building management systems, Preventive maintenance
Palo Alto, California, United States · On-site
$45k–$75k/yr
Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will i…
Skills: Customer service, Financial services, Interpersonal skills, Attention to detail, Organizational skills
Chicago, Illinois, United States · On-site
$48k–$91k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this pivotal role, yo…
Skills: Financial planning, Client relationship management, Financial markets, Compliance, Communication
Albany, New York, United States · On-site
$59k–$74k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, service…
Skills: Financial planning, Investment solutions, Client relationship management, Consultative skills, Communication
Jersey City, New Jersey, United States · On-site
$126k–$255k/yr
Job Description: The Role As a Director within the TechOps SRE team, you'll work closely with our engineering partners to help enable and drive initiatives from design to implementation. Our highly available multi-region…
Skills: AWS, Kubernetes, EKS, Site Reliability Engineering, Infrastructure as Code
Boston, Massachusetts, United States · On-site
$74k–$141k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Are you passionate about delivering world-class dining experiences? As the Dining Room Manager for Specialty Dining at …
Skills: Front of house management, Upscale dining service, Reservation management, Staff training and supervision, Inventory management
Boca Raton, Florida, United States · Hybrid
Job Description: Financial Services Representative Note: Fidelity will not provide immigration sponsorship for this position. The Role Have a passion for helping people? Join our team as a Financial Services Representati…
Skills: Customer service, Financial services, Communication, Interpersonal skills, Attention to detail
Thousand Oaks, California, United States · On-site
$96k–$210k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial …
Skills: Financial planning, Investment management, Retirement planning, Tax planning, Protection planning
Bangalore, Karnataka, India · On-site
Job Description: Job Title: Lead - Financial Solutions The Team The Financial Solutions team, part of Fidelity’s Strategic Advisors Inc., is the central team that develops financial solutions and planning methodologies o…
Skills: Quantitative Investment Theory, Optimization Techniques, Gurobi, US Retirement Systems, US Taxation
Boston, Massachusetts, United States · On-site
$185k–$265k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The position is responsible for leading many aspects of oversight, governance and portfolio support to work with the te…
Skills: Portfolio management, Private equity, Venture capital, Financial analysis, Corporate governance
Nanuet, New York, United States · On-site
$45k–$75k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of …
Skills: Customer service, Financial services, Compliance, Interpersonal skills, Attention to detail
London, England, United Kingdom · On-site
Job Description: The Role Daily trade monitoring for specific equity, fixed income and alternative funds to ensure that investment policy limitations are followedEducating portfolio managers and traders on applicable fun…
Skills: Trade monitoring, Compliance, Asset management, Regulatory reporting, Risk management
Santa Barbara, California, United States · On-site
$48k–$91k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this pivotal role, yo…
Skills: Financial services, Client relationship management, Financial planning, Series 7, Series 66
Omaha, Nebraska, United States · Hybrid
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “y…
Skills: Customer Service, Effective Communication, Active Listening, Professionalism, Empathy
New York, New York, United States • Hybrid
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Regional Account Executive will drive growth for Fidelity's 401(k) recordkeeping and workplace solutions by building networks with financial advisors and third-party administrators. They will serve as a strategic resource to provide consultative sales experiences and deliver tailored retirement solutions to small business owners.
Candidates should have a proven track record in consultative sales or financial services with experience working through intermediaries. Possession of FINRA Series 7 and 63 licenses is required or must be obtained upon hire.
Job Title: Vice President, Regional Account Executive (401K Sales)
The Role
As Vice President, Regional Account Executive (RAE), the successful candidate will drive growth of Fidelity's 401(k) recordkeeping and workplace solutions business throughout New York State (excluding New York City and Long Island). This role is responsible for driving new business growth by building and leveraging a network of financial advisors and third party administrators (TPAs) to identify opportunities and connect clients with Fidelity's retirement plan solutions. Serving as a strategic resource on retirement plan solutions, the RAE will provide a consultative sales experience for advisors, TPAs, and small business owners that helps improve client outcomes and expand Fidelity's presence in the market.
The Expertise and Skills You Bring
Your expertise includes a proven track record in consultative sales, financial services, or benefit-related industries. Preferred qualifications include:
The Team
Fidelity Workplace Investing Sales is a high-performing, collaborative sales organization focused on helping employers and their employees achieve better retirement outcomes. RAEs are responsible for growing Fidelity's presence within their territories by developing advisor and TPA relationships, generating new business opportunities, and partnering with an aligned Retirement Director to deliver retirement and workplace solutions that meet clients' evolving needs.
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.
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.
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
