VP - Stock Plan Services Mid-Market Account Executive - Nationwide Remote Opportunity
Job Overview
Location
Work From Home
Job Type
Full-time
Category
Product Management
Date Posted
June 25, 2026
Full Job Description
đź“‹ Description
- • Lead Fidelity’s Stock Plan Services sales pursuits with mid-market public companies across the central third of the United States.
- • Drive growth in equity administration services by managing team-based sales initiatives targeting public companies.
- • Strategize and deliver compelling demonstrations of Fidelity’s stock plan administration capabilities to prospective clients.
- • Collaborate with cross-functional leaders to ensure consistent, high-quality client and associate experiences.
- • Serve as a visible and credible industry expert, enhancing Fidelity’s reputation in equity compensation administration.
- • Mentor and elevate the sales skills of team members through hands-on guidance and process improvement initiatives.
- • Optimize team sales processes to increase efficiency, pipeline conversion, and client retention.
- • Build and maintain relationships within the pre-IPO company ecosystem, including startups, venture-backed firms, and their advisors.
- • Leverage strong analytical, creative, and critical thinking skills to identify client needs and tailor solutions.
- • Demonstrate exceptional written and verbal communication skills in client presentations, proposals, and internal alignment meetings.
- • Maintain high emotional intelligence and a genuine interest in developing relationships with clients and colleagues.
- • Exhibit self-awareness and a consistent history of personal and professional growth.
- • Operate with strong organizational and prioritization skills to manage multiple complex sales cycles simultaneously.
- • Align sales strategies with Fidelity’s broader enterprise goals by partnering with other divisions within Workplace Investing.
- • Represent Fidelity Stock Plan Services, which administers equity plans for over 750 clients and 2.7 million participants across 198 countries, including 150 S&P 500 companies.
- • Ensure all sales activities comply with applicable securities laws, including the Securities Exchange Act of 1934, Investment Advisers Act of 1940, ERISA, and FINRA regulations.
🎯 Requirements
- • 5 years of institutional (B2B) sales experience
- • Valid FINRA Series 7 and 63 licenses
- • Proven track record of sales success in financial services or equity compensation
- • Experience working with pre-IPO companies and their ecosystems
- • Demonstrated effective sales process and pipeline management
- • Outstanding written and verbal communication skills
🏖️ Benefits
- • Comprehensive health care coverage and emotional well-being support
- • Market-leading retirement plans
- • Generous paid time off and parental leave
- • Charitable giving employee match program
- • Educational assistance including student loan repayment, tuition reimbursement, and career development resources
- • Base salary range of $100,000–$120,000 per year with potential for bonus or variable compensation
Skills & Technologies
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About Fidelity Investments
Fidelity Investments is a multinational financial services corporation offering asset management, brokerage, retirement planning, and wealth advisory services to individuals, institutions, and intermediaries worldwide. Founded in 1946, it operates through subsidiaries including FMR LLC, providing mutual funds, ETFs, trading platforms, and digital financial planning tools while serving over 40 million investors across North America, Europe, Asia, and Australia with discretionary and non-discretionary investment management solutions.
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