VP – FIA Product and Carrier Management
Company | Fidelity Investments |
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Location | Smithfield, RI, USA, Merrimack, NH, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Expert or higher |
Requirements
- Bachelor’s degree or equivalent experience, MBA a plus
- 15+ years financial industry with demonstrated knowledge, and experience with, annuity and insurance products highly desired
- FINRA series 7 and 24 or 6 and 26 license; or willing to obtain within 120 days of hire
- Strong knowledge of financial services, investing and retirement income planning
- Strong influencing skills
- Excellent verbal communication skills and presentation abilities
- Effective in a team-orientated environment
Responsibilities
- Leads all aspects of the development and ongoing support for FIA annuity, life, and hybrid long term care product solutions, including both proprietary and non-proprietary products
- Assesses the landscape to align with customer needs in determining opportunities to grow and improve the suite of solutions offered
- Provides full product management support, using internal and external opportunities to promote the products as key solutions available through Fidelity as part of an advisor led or digital experience
- Leads the team who provides oversight and coordination of carrier partners on our Fidelity Insurance Network (FIN) platform
- Partners closely with the Commercialization and Go to Market team to drive client awareness and engagement regarding FIA solutions using both internal and external strategies
- Oversee the relationships of our eight (8) key FIN partners, including regular and ongoing communication around key initiatives and opportunities, industry trends, as well as quarterly and annual partnership meetings
- As a securities’ licensed Registered Principal, review and approve all customer-facing content
- Build and maintain strong relationships with FIA business partners – Actuarial, Finance, Sales, Legal/Risk/Compliance, and Client Service/Operations
- Be an effective contributor and role model for teamwork across the Fidelity organization.
Preferred Qualifications
- MBA a plus
- Consistent track record in financial services product management and carrier relationship management