VP, Team Lead, Executive Services Engagement

Job Description:

The Role 

The VP, Team Lead, Executive Services Engagement is a member of the Executive Services Product Area leadership team within the Wealth Solutions Domain. Executive Services (ES) provides deep planning, guidance, and concierge service to high complexity workplace executives, driving better outcomes and building lifetime relationships with Fidelity! The Executive Services Product Area specifically, defines the strategy and opportunity for ES, creates operational maturity, and increases engagement of sponsors and executives. 

The VP, Executive Services Engagement Team Lead is a newly crafted role that will manage a team of eight individuals and take an integrated view of Engagement at both the sponsor (B2B) and the participant level (B2C). The role includes: 

• Building and implementing our strategy for driving engagement and ongoing cultivation of a relationship with our multi-layer customer from initial onboarding and education to ongoing interactions and engagement. 

• Bringing the ES story to life to clearly demonstrate the sponsor and participant value, with data-driven messaging to drive ongoing advocacy and engagement from the sponsor and participant. 

• Managing to team-level and product area KPIs to drive improvements in outcomes. 

• Continuously looking for and implementing opportunities for innovation and engagement in our strategy, offering, tools, and interactions, using 1) results data, 2) feedback from executive, sponsors, and internal partners, as well as 3) insights from scanning the competitor, industry, and technology landscape. 

• Researching, testing, and leveraging innovative tools and technologies (in our processes, communications, and data approach) 

• Monthly travel required, as the team is across multiple worksites 

The Expertise and Skills You Bring 

• Bachelor’s degree with a minimum of fifteen years Financial Services and/or Marketing, Communications, or Engagement experience. Master’s degree preferred. 
• FINRA series 7 & 24 licenses preferred upfront or may be obtained within 90 days of hire
• Dynamic, empathetic, and motivating leader of people, focusing on coaching, empowerment while removing roadblocks. 
• Leadership experience across both B2B and B2C, with strong strategy, marketing, and communications. 
• Creative thinking, willingness, and ability to come up with new, innovative, differentiated approaches, tools, and techniques. 
• Proactive and undeterred – impatience for driving change and getting results. 
• Intellectually curious and analytically oriented, comfortable with (and excited to) manage with data. 
• Track record of building strong relationships across PI and WI (home office and field) and articulating the value of the PW Advantage, especially for high complexity participants and sponsors. 
• Outstanding communication skills and ability to build a strategy, listen actively, present ideas, synthesize feedback, formulate an action plan, and see it through. 
• Excel at influencing peers, partners, and senior leaders to inspire change and achieve outcomes. 
• Customer obsessed – always looking at things from the customer perspective and looking for ways to improve our approach, partnerships, and results. 
• Comfortable working directly with and influencing customer and key partners. 

The Team 

Our team in Executive Services is passionate about helping drive financial peace of mind for high complexity participants! We understand and appreciate all the opportunities their employer gives them to build wealth in the workplace, and the ability to integrate that with their personal wealth through comprehensive planning. 

Certifications:

Series 07 - FINRA, Series 24 - FINRA

Category:

Product Management

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