Stock Plan Services Mid Market Account Executive

United States
April 11 2018

The VP/Account Executive is responsible for selling Stock Plan Services to prospective new clients in a direct business-to-business (B2B) channel. 

The Expertise We're Looking For

  • Bachelor's Degree.
  • 5 - 8 years of financial services experience preferred.

  • FINRA Series 7 or 6 & 63 required

The Purpose of Your Role

Your role is to prospect and build relationships with publicly traded companies with equity plan values more than $25m and below $100m that are interested in Fidelity's stock plan administration and brokerage services.  Through your prospecting and relationship building efforts you will lead consultative sales presentations, often with other team members, helping find solutions for your prospective clients' problems.

The Skills You Bring

  • Knowledge of the Financial Services Industry.

  • Demonstrated Territory, Project and Time Management skills.

  • Demonstrated Sales, Presentation and Negotiation skills.

  • Excellent written and verbal communication skills.

  • Ability to work independently

The Value You Deliver

This role will allow you to develop prospects from proactive phone calls and marketing efforts as well as through building relationships with internal Fidelity lead sources.  As the sales lead, you will be responsible for leading the sales team members to present to prospective customers.

How Your Work Impacts the Organization

Fidelity Stock Plan Services is one of the fastest growing, innovative small companies within the Fidelity enterprise.  We are key revenue driver for the firm and lead generator for other parts of Fidelity as well as an incubator for new methodologies and products.

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