← CarreiraAI
Indeed
Remoto

VP, Core Market Tax Exempt Product Specialist

Fidelity Investments · Remoto Brasil · Flexible / Remote

Publicada em 10/10/2026

Candidatar-se com o CarreiraAI →
Fidelity will not provide immigration sponsorship for this position.Job Description:This role is designed for someone who enjoys being involved in the pursuit of new logo clients in a fast-paced and unpredictable environment. If you're energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you. This role partners with our selling and support teams, supports our business development efforts with Financial Advisors and TPA's, and builds our presence in the Tax-Exempt retirement plan marketplace. You will identify, build, and maintain strong relationships with Fidelity Account Executives, TPA's, and Financial Advisors across half of the country. You will focus on educating teammates and outside partners on our processes and services. You will also work with internal partners and be responsible for key projects with our Tax-Exempt product, marketing, and sales support teams. Mostly, you will be supporting Account Executives win new Tax-Exempt retirement plans in the $20-100M plan marketplace. You will ensure our sales approach sets clients and Advisors up for success once on board with our solutions.The Expertise You HaveBachelor's degree requiredSeries 63 and 7 required for this position Defined contribution, including service model, processes, and platform knowledgeKnowledge and experience with tax-exempt recordkeepingApproximately 50% travel requirementPassion for relationship building and partnering with both internal and external partiesThe Skills You BringLeadership skills include coaching, mentoring, and demonstrating Fidelity's core values in all situations Phenomenal presentation skillsProactive and OrganizedExceptionally strong business partner with ability to collaborate and establish relationships, both internal and externalExcellent verbal and written communication skillsSound business judgement - focus efforts on key priorities and leverage business partnersCreative problem solving with an ability to
Candidatar-se com o CarreiraAI →