VP, Solution Architect- Health/Welfare at Fidelity Investments

Covington, Kentucky, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Healthcare, Insurance, Financial ServicesIndustries

Requirements

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 of Fidelity experience desirable
Health & Insurance and/or individual property and casualty broker license desirable
Approximately 50% travel requirement
Leadership skills including coaching, mentoring, displaying Fidelity’s core values in all situations
Perform both strategic and tactical work optimally, applying strategy to high impact messages/themes throughout all phases of the deal
Develop solutions consistent with current and planned capabilities, including understanding the financial impact of such solutions and with respect to standard business model
Make appropriate decisions swiftly and holistically
Get results while preserving relationships; internal influence skills include organization navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value vs. risk of solutions
Client-facing consultation and outstanding listening skills to understand needs
Expert presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal and external
Excellent verbal and written communication skills

Responsibilities

Work closely with Account Executives, Managing Directors and Product & Service Consultants to win Health and Welfare for largest clients
Perform comprehensive analysis of client’s requirements for participants and plan sponsors, including reviewing their plan document(s) and successfully representing the Fidelity solution during the sales process
Collaborate with Workplace Solution customers to position standard product offering to meet their needs or develop unique solutions
Help grow the Health & Welfare business as capabilities and market reach expand
Perform strategic analyses on behalf of clients and prospects to identify fit and potential service model issues which may require exception management
Perform detailed plan document review for potential new business relationships and detail standard & non-standard product/service requirements
Own internal exception approval process steps to find proven solutions
Provide subject matter expertise on health and welfare benefit issues during the sales/rebid process
Participate in the differentiation of Fidelity’s image in the HR/Finance/Benefits community through thoughtful RFP responses, high impact presentations, and preparing other team members for the presentations
Own the integrity of final RFP responses and ensure that team of Account Executives understand the solution being offered
Consult with prospective clients and represent the Fidelity value proposition as part of the broader solution offering
Monitor benefits developments and industry and competitive trends on an ongoing basis
Represent the voice of the customer/market to influence product roadmap
Catalyze change within the team and business unit with an eye for customer needs
Provide real time market feedback to product, systems and marketing org

Skills

Health & Welfare outsourcing

Healthcare products

Solution architecture

Strategic analysis

Client requirements analysis

Plan document review

Sales process representation

Leadership

Coaching

Mentoring

Strategic thinking

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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