Regional Vice President, Executive Service

skillventory - A Leading Talent Research Firm

Regional VP for Executive Services at Fidelity managing a team of Executive and Benefits Consultants. Responsible for staff development and addressing plan sponsor needs with a focus on compliance.

Posted 6/10/2026full-timeRemote • Colorado • 🇺🇸 United StatesLead💰 $96,000 - $210,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

institutional salesrelationship managementwealth planningbenefits guidancefinancial services experiencesales managementHNW client experiencecomplex wealth management

Soft Skills

hiringtrainingcoachingmanagingleadingteam buildingcommunicationcollaboration

Certifications & Qualifications

Series 7Series 9Series 10Series 66CFPCFA

Industry Keywords

investment industryregulatory complianceaudit requirementsFidelity Workplace Wealth Planning Group

About the role

Key responsibilities & impact

functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Benefits Planning Consultants (BPCs)
responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth
work closely with their team to address a broad set of plan sponsor and Executive needs
ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge
ensure compliance with investment industry policies, procedures and processes related to regulatory, compliance, and audit requirements
report to and work collaboratively with the Regional Head within the Fidelity Workplace Wealth Planning Group

Requirements

What you’ll need

Series 7 (General Securities) and Series 9/10 (General Supervisory Principal) and Series 66 (Investment Advisor) licenses required
Bachelor's degree and advanced degree preferred
CFP, CFA or equivalent recommended
Deep knowledge in institutional sales & relationship management, wealth planning and benefits guidance preferred
A minimum of 10+ years of relevant financial services experience required and proven track record in sales management
Relevant HNW client experience in dealing with complex wealth management issues
Proven track record of building and maintaining high-performing teams

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off
parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career