VP, Core Market Tax Exempt Product Specialist

Fidelity Investments

. Pursue new-logo clients in the tax-exempt retirement plan marketplace .

Posted 10/9/2026full-timeRemote • United StatesLead💰 $118,000 - $226,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax-exempt retirement plans, including defined contribution knowledge and recordkeeping. Strong relationship-building and communication skills are essential for collaborating with Financial Advisors and internal partners to drive business development.

Highest-signal resume keywords

Tax-Exempt Retirement Plans ExpertiseSeries 63 CertificationSeries 7 CertificationRelationship-Building SkillsPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Defined Contribution KnowledgeTax-Exempt RecordkeepingBusiness DevelopmentSales SupportProposal Database Feedback

Soft Skills

Coaching and Mentoring SkillsProactive and OrganizedCreative Problem-SolvingExcellent Verbal and Written CommunicationAgility and Flexibility

Certifications & Qualifications

Bachelor's DegreeSeries 63Series 7

Industry Keywords

Tax-Exempt MarketplaceFinancial AdvisorsTPAsSales Finalist PresentationsFidelity Processes and Services

About the role

Key responsibilities & impact

Pursue new-logo clients in the tax-exempt retirement plan marketplace
Partner with selling and support teams
Support business development efforts with Financial Advisors and TPAs
Build and maintain relationships with Fidelity Account Executives, TPAs, and Financial Advisors across half of the country
Educate teammates and outside partners on Fidelity processes and services
Work with internal partners on key projects with Tax-Exempt product, marketing, and sales support teams
Support Account Executives in winning new tax-exempt retirement plans in the $20–100M plan marketplace
Ensure the sales approach sets clients and Advisors up for success after onboarding
Act as the Tax-Exempt subject matter expert for Core Market sales in the $20–100M plan market
Assist with wholesaling meetings and sales finalist presentations
Provide feedback to the Proposal Database team to improve database responses
Provide input on new products and services based on Financial Advisor, TPA, and new-business requirements
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree required
Series 63 and 7 required
Defined contribution, including service model, processes, and platform knowledge
Knowledge and experience with tax-exempt recordkeeping
Approximately 50% travel requirement
Relationship-building and partnering with internal and external parties
Coaching and mentoring skills
Presentation skills
Proactive and organized
Ability to collaborate and establish internal and external relationships
Excellent verbal and written communication skills
Sound business judgment
Creative problem-solving ability combining analytical and critical thinking
Agility and flexibility to reconcile conflicting demands and pivot as needed
Curiosity about people, business, economics, and product solutions
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