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Director, Product and Service Consultant – Tax Exempt Market
Fidelity Investments. Pursue new-logo Workplace Solution clients in the Tax-Exempt market .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading RFI/RFP processes and delivering customized solutions for Tax-Exempt market clients. Strong project management and communication skills are essential for collaborating with sales teams and ensuring client satisfaction.
Highest-signal resume keywords
Bachelor's DegreeSeries 63 CertificationSeries 7 CertificationProject Management SkillsDefined Contribution Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
RFI/RFP Process ManagementService Model DocumentationMulti-Product PricingProposal Draft ImprovementTechnical Demos Coordination
Soft Skills
InitiativeCollaborationBusiness JudgmentCommunication SkillsAbility to Thrive in Fast-Paced Environment
Certifications & Qualifications
Series 63Series 7
Industry Keywords
Tax-Exempt MarketDefined Benefit KnowledgeClient Results DeliverySales Account CoordinationRegulatory Compliance
About the role
Key responsibilities & impact- Pursue new-logo Workplace Solution clients in the Tax-Exempt market
- Lead the RFI/RFP process for new business opportunities, including custom responses, service model and SLA documentation, multi-product pricing, and end-to-end response oversight
- Coordinate prospect/client sales calls and finalist presentations, including agendas, speaker preparation, site logistics, presentation materials, and participation in product capabilities and technical demos
- Coordinate review of non-standard items with appropriate review committees
- Prepare review documents, determine meeting participants, support positioning of non-standard items, and develop solutions or action plans for RFP responses
- Differentiate Fidelity’s products and services through customized responses to prospect inquiries
- Provide feedback to Proposal Consultants to improve proposal drafts and the proposal database
- Provide input on new products and services based on changing consultant and new business requirements
- Collaborate with Sales Account Executives as part of the SOAR group to win new business
Requirements
What you’ll need- 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
- Ability to take initiative in delivery of client results
- Ability to collaborate and establish relationships as a strong business partner
- Strong project management skills
- Excellent written and verbal communication skills
- Ability to thrive in a very fast-paced, demanding environment
- Good business judgment and ability to focus efforts on key priorities
- Fidelity will not provide immigration sponsorship for this position
- Ability to meet regulatory and legal requirements related to criminal histories
Benefits
Comp & perks- Full-time onsite working model transition with onsite expectations varying by region and role
- Approximately 5–10% travel requirement