VP, Regional Account Executive- 401K Sales

Job description

Job Description: Job Title : Vice President, Regional Account Executive- 401K Sales 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. Covering North Orange County and Las Vegas, 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. The RAE blends strategic territory management, consultative selling, and thought leadership, converting warm leads into long‑term partnerships while guiding retirement plan strategy using Fidelity’s integrated platform and tools. ASSOCIATE MAY WORK REMOTE IF LOCATED IN CA OR NV. WESTLAKE, TX AND COVINGTON, KY LOCATIONS WOULD BE HYBRID The Expertise and Skills You Bring Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory. Execut...