Fidelity Investments
VP, Solution Architect- Health/Welfare
Fidelity Investments, Covington, Kentucky, United States, 41011
Overview
Join to apply for the
VP, Solution Architect- Health/Welfare
role at
Fidelity Investments . This dynamic role is well-suited for someone who enjoys solving Fidelity’s Healthcare Group clients’ and prospective clients’ requirements in a fast-paced, unexpected environment. If you’re energized by representing the Voice of the Customer, and being part of a hard-working, creative, and collaborative team that loves to win, this role is for you! The Role
This role involves solving Health & Welfare client requirements and representing Fidelity solutions during the sales process, in collaboration with Account Executives, Managing Directors and Product & Service Consultants. The candidate will work to position standard offerings where possible and develop unique solutions when needed. The Expertise We’re Looking For
Health & Welfare outsourcing services expertise required. Bachelor’s Degree, minimum; Master’s Degree or MBA preferred. Minimum 7 years related product/industry experience; 4–5+ years Fidelity experience desirable. Health & Insurance and/or individual property and casualty broker license desirable Approximately 50% travel requirement. The Purpose of Your Role
You will work closely with Account Executives, Managing Directors and Product & Service Consultants to win Health and Welfare for our largest clients. You will be responsible for performing a comprehensive analysis of a client’s requirements for participants and plan sponsors, reviewing their plan documents, and effectively representing the Fidelity solution during the sales process. You’ll collaborate with Workplace Solution customers to position our standard product offering to meet their needs or, when needed, develop unique solutions. This role relies on knowledge of Fidelity Healthcare products, services and processes, strategic thinking, client coordination, and collaboration with internal partners. The Skills You Bring
Leadership skills including coaching, mentoring, and displaying Fidelity’s core values. Strategic and tactical work, applying strategy to high-impact messages/themes throughout all deal phases. Develop solutions aligned with current and planned capabilities, including understanding financial impact and our standard business model. Make appropriate decisions swiftly and holistically. Internal influence: organize navigation, internal networks, exception processing knowledge, and ability to articulate value vs. risk. Client-facing consultation and outstanding listening skills to understand needs. Expert presentation skills at all levels (administrative, peers, executives), verbal and non-verbal, internal and external. Excellent verbal and written communication skills. The Value You Deliver
Helping to grow the Health & Welfare business as we expand capabilities and market reach. Performing strategic analyses for clients and prospects to identify fit and potential service model issues requiring exception management. Performing detailed plan document reviews for potential new business relationships and detailing standard and non-standard product/service requirements. Owning internal exception approval process steps to find proven solutions. Providing subject matter expertise on health and welfare benefit issues during the sales/rebid process. Participating in differentiating Fidelity’s image through thoughtful RFP responses, high-impact presentations, and preparing other team members for presentations. Owning the integrity of final RFP responses and ensuring the Account Executives understand the solution offered. Consulting with prospective clients and representing Fidelity’s value proposition as part of the broader solution offering. Monitoring benefits developments and industry and competitive trends on an ongoing basis. Representing the voice of the customer/market to influence product roadmap. Catalyzing change within the team and business unit with an eye for customer needs. Providing real-time market feedback to product, systems and marketing organizations. How Your Work Impacts The Organization
Our team within Workplace Investing Sales strives to win and retain clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain Fidelity’s position as the leading benefits outsourcing provider. Certifications
Category: Sales Support Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M–F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by securities and investment-related laws and regulations; certain criminal histories may restrict Fidelity from hiring in some cases. Seniority level
Executive Employment type
Full-time Job function
Information Technology
#J-18808-Ljbffr
Join to apply for the
VP, Solution Architect- Health/Welfare
role at
Fidelity Investments . This dynamic role is well-suited for someone who enjoys solving Fidelity’s Healthcare Group clients’ and prospective clients’ requirements in a fast-paced, unexpected environment. If you’re energized by representing the Voice of the Customer, and being part of a hard-working, creative, and collaborative team that loves to win, this role is for you! The Role
This role involves solving Health & Welfare client requirements and representing Fidelity solutions during the sales process, in collaboration with Account Executives, Managing Directors and Product & Service Consultants. The candidate will work to position standard offerings where possible and develop unique solutions when needed. The Expertise We’re Looking For
Health & Welfare outsourcing services expertise required. Bachelor’s Degree, minimum; Master’s Degree or MBA preferred. Minimum 7 years related product/industry experience; 4–5+ years Fidelity experience desirable. Health & Insurance and/or individual property and casualty broker license desirable Approximately 50% travel requirement. The Purpose of Your Role
You will work closely with Account Executives, Managing Directors and Product & Service Consultants to win Health and Welfare for our largest clients. You will be responsible for performing a comprehensive analysis of a client’s requirements for participants and plan sponsors, reviewing their plan documents, and effectively representing the Fidelity solution during the sales process. You’ll collaborate with Workplace Solution customers to position our standard product offering to meet their needs or, when needed, develop unique solutions. This role relies on knowledge of Fidelity Healthcare products, services and processes, strategic thinking, client coordination, and collaboration with internal partners. The Skills You Bring
Leadership skills including coaching, mentoring, and displaying Fidelity’s core values. Strategic and tactical work, applying strategy to high-impact messages/themes throughout all deal phases. Develop solutions aligned with current and planned capabilities, including understanding financial impact and our standard business model. Make appropriate decisions swiftly and holistically. Internal influence: organize navigation, internal networks, exception processing knowledge, and ability to articulate value vs. risk. Client-facing consultation and outstanding listening skills to understand needs. Expert presentation skills at all levels (administrative, peers, executives), verbal and non-verbal, internal and external. Excellent verbal and written communication skills. The Value You Deliver
Helping to grow the Health & Welfare business as we expand capabilities and market reach. Performing strategic analyses for clients and prospects to identify fit and potential service model issues requiring exception management. Performing detailed plan document reviews for potential new business relationships and detailing standard and non-standard product/service requirements. Owning internal exception approval process steps to find proven solutions. Providing subject matter expertise on health and welfare benefit issues during the sales/rebid process. Participating in differentiating Fidelity’s image through thoughtful RFP responses, high-impact presentations, and preparing other team members for presentations. Owning the integrity of final RFP responses and ensuring the Account Executives understand the solution offered. Consulting with prospective clients and representing Fidelity’s value proposition as part of the broader solution offering. Monitoring benefits developments and industry and competitive trends on an ongoing basis. Representing the voice of the customer/market to influence product roadmap. Catalyzing change within the team and business unit with an eye for customer needs. Providing real-time market feedback to product, systems and marketing organizations. How Your Work Impacts The Organization
Our team within Workplace Investing Sales strives to win and retain clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain Fidelity’s position as the leading benefits outsourcing provider. Certifications
Category: Sales Support Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M–F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by securities and investment-related laws and regulations; certain criminal histories may restrict Fidelity from hiring in some cases. Seniority level
Executive Employment type
Full-time Job function
Information Technology
#J-18808-Ljbffr