Director, Tax-Exempt Market Solutions

Soteria Reinsurance Ltd.; Merrimack (NH); On-site; USD 150,000 - 190,000; Full time

Job summary

Fidelity Investments Inc. seeks a Director, Product and Service Consultant for the Tax Exempt Market to drive new logo Workplace Solution client acquisition in a fast-paced environment.

You will lead RFI/RFP processes, coordinate prospect calls and finalist presentations, and differentiate Fidelity’s offerings with tailored responses. As part of the Sales Operations SOAR group, you will collaborate with Sales Account Executives, contribute to proposals, and help shape product capabilities to

Qualifications

• Bachelor’s degree required.
• Series 63 and 7 required for this position (can be acquired in the role).
• Defined contribution and defined benefit knowledge including service model, processes, and platform knowledge.
• Approximately 5-10% travel requirement.
• Strong business partner with ability to collaborate and establish relationships.
• Excellent written and verbal communication skills.

Responsibilities

• Lead the RFI/RFP process for new business opportunities with custom responses, service model, SLA documentation, multi-product pricing, and end-to-end oversight.
• Coordinate prospect/client sales calls and finalist presentations including agenda development and site logistics.
• Review non-standard items with review committees and support action plans for RFP responses.
• Differentiate Fidelity’s products with customized responses to inquiries and provide feedback to improve proposals.
• Input on new products and services based on changing consultant and business requirements.

Skills

Series 63

Series 7

Defined contribution knowledge

Defined benefit knowledge

Project management

Written and verbal communication

Relationship building

Strategic business partnering

Education

Bachelor's degree

Job description

Fidelity Investments Inc. seeks a Director, Product and Service Consultant for the Tax Exempt Market to drive new logo Workplace Solution client acquisition in a fast-paced environment.

You will lead RFI/RFP processes, coordinate prospect calls and finalist presentations, and differentiate Fidelity’s offerings with tailored responses. As part of the Sales Operations SOAR group, you will collaborate with Sales Account Executives, contribute to proposals, and help shape product capabilities to