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SVP, Head of DC Sales
Fidelity Investments. Lead the Defined Contribution sales organization by setting strategic vision and driving sustainable revenue growth .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive leadership in Defined Contribution sales, with a strong focus on strategic vision, client acquisition, and revenue growth. Possesses deep knowledge of the retirement industry and proven ability to influence stakeholders while developing high-performing sales teams.
Highest-signal resume keywords
Defined Contribution ExpertiseStrategic LeadershipSales Organization DevelopmentClient Acquisition StrategiesRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Growth StrategiesMarket Share ExpansionContract NegotiationsPricing DiscussionsRetirement Solutions PositioningFiduciary ConsiderationsAsset Growth ObjectivesPerformance ExcellenceAnalytical Problem-SolvingDecision-Making
Soft Skills
Talent DevelopmentCoachingClient-Focused OrientationExecutive PresenceInfluencing Stakeholders
Certifications & Qualifications
Series 7 RegistrationSeries 63 Registration
Industry Keywords
Retirement IndustryPlan Sponsor NeedsInstitutional InvestmentWorkplace RetirementMarket DynamicsEmerging Market OpportunitiesSales EffectivenessStrategic MandatesConsultantsAdvisors
About the role
Key responsibilities & impact- Lead the Defined Contribution sales organization by setting strategic vision and driving sustainable revenue growth
- Expand Fidelity’s market leadership across Advisor DC, Core, and Large Plan Sponsor Market segments
- Accelerate client acquisition and maximize sales effectiveness
- Position Fidelity as the provider of choice in the retirement marketplace
- Lead, develop, and maintain a highly motivated, highly productive sales team
- Expand Fidelity’s Defined Contribution market position and win strategic mandates
- Achieve asset, revenue, and market share objectives
- Identify emerging market opportunities and influence enterprise priorities
- Ensure Fidelity remains at the forefront of retirement industry innovation and client needs
- Serve as Fidelity’s senior executive representative within the retirement marketplace
- Strengthen Fidelity’s reputation and influence among plan sponsors, consultants, advisors, recordkeepers, and other stakeholders
- Lead a team of 17 associates across Advisor DC, Core Plan Sponsor, and Large Plan Sponsor sales
- Cover DC retirement advisors and plan sponsors across U.S. core and large-market segments, including plans above and below $1.25B
Requirements
What you’ll need- Bachelor’s Degree required; advanced degree preferred
- 15+ years of progressive leadership experience in Defined Contribution, retirement, or institutional investment industry
- Significant leadership responsibility and commercial accountability
- Deep knowledge of retirement industry, including Defined Contribution plans, plan sponsor needs, participant outcomes, fiduciary considerations, recordkeeping, and retirement solutions
- Proven ability to lead large-scale sales organizations, develop go-to-market strategies, increase market share, and achieve significant asset and revenue growth objectives
- Strong network and credibility across plan sponsors, consultants, advisors, industry influencers, and key centers of influence
- Series 7 and 63 registrations
- Strategic leadership capability and ability to translate business objectives into sales growth strategies and measurable outcomes
- Understanding of industry trends, regulatory developments, marketplace dynamics, and competitive offerings affecting workplace retirement
- Expertise in identifying client needs, positioning complex retirement solutions, and leading strategic sales opportunities
- Experience with institutional sales opportunities, contract negotiations, pricing discussions, and strategic partnership agreements
- Strong executive presence and ability to influence stakeholders at the highest level
- Talent development, coaching, accountability, and performance excellence capabilities
- Client-focused and commercially oriented
- Commitment to compliance and regulatory guidelines
- Strong analytical, problem-solving, and decision-making capabilities
- Fidelity will not provide immigration sponsorship for this position
Benefits
Comp & perks- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement benefits
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
- Bonus or other variable compensation may be included depending on position and eligibility