skillventory - A Leading Talent Research Firm

• maintaining and nurturing relationships with senior executives and management leaders • focal point for financial planning and guidance for a select group of executives • part of a cross company team consisting of managing directors, relationship managers and executive services associates • consistently deliver high levels of customer satisfaction • grow the PWI business in their region • build plan-level opportunities • driving crossover relationships

• entrusted with a client book of business including some or all defined contribution (401k), defined benefit (pension), health/welfare administration, and other related products and services • Primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of Plan Sponsors and other Employee Benefits leader contacts • Focuses on understanding and responding to client needs • In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues • Ensure client happiness by seeking feedback and anticipate issues and/or concerns to proactively provide solutions

• Providing advanced administrative support to at least two Vice President level roles within the Brokerage organization • Managing a complex and ever changing calendar • Scheduling and coordination of meetings, including agenda development • Creating reports and high quality presentations utilizing Excel and PowerPoint • Coordinating travel, organizing and processing expenses and invoices • Assisting with larger group initiatives as needed • Partnering with your peers and colleagues to ensure adequate support for the executive team, including vacation/absence coverage

• drive retention process leadership from contact through strategy, proposal, presentation, and successful client retention • identify client needs and develop client-specific solutions • own the retention sales efforts depending on the situation • develop and manage relationships with Managing Directors, Plan Sponsors, and Sourcing Advisors • supervise delivery of proposals to clients/consultants, including preparation of custom finals presentations employing visual storytelling concepts • develop a full understanding of internal pricing, contracting, and operational requirements • represent Fidelity Investments in the marketplace through various industry organizations and events • provide timely, accurate, and concise analysis to senior management on retention status and performance

• Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory. • Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions. • Develop and manage a territory‑level business plan, including pipeline development, segmentation, and coverage strategy. • Partner with internal teams and Retirement Leadership to drive coordinated go‑to‑market execution.

• Lead charitable planning efforts across the Pacific Northwest • Expand Fidelity Charitable’s presence and impact by engaging with financial advisors, attorneys, accountants, and corporate professionals • Help clients integrate charitable giving into their comprehensive wealth management strategies • Serve as a visible and credible leader representing Fidelity Charitable’s mission • Influence and operationalize charitable planning strategies across a diverse network of intermediaries • Deliver consultation and analysis on tax-advantaged giving strategies, complex asset donations, and philanthropic planning • Drive adoption of the Charitable Investment Advisor Program, generate referrals, and support client retention • Collaborate with internal partners and specialist teams to enhance divisional processes • Lead cross-functional initiatives and manage resources across multiple work/project groups

• lead Fidelity’s Stock Plan Services Sales pursuits with mid-market public companies • lead team-based sales pursuits of public companies for their equity administration business • focus on driving growth across the central third of the United States • partner closely with other businesses across the Fidelity enterprise • strategizing and delivering compelling demonstrations of Fidelity’s leading capabilities • collaborating with leaders across multiple functions to create consistent client and associate experiences • bringing your experience and skill as a sales professional to enhance the skills of others • encouraging your team to improve their processes • being a visible and credible presence in the industry – viewed as an expert

• Lead design and implementation of ZTNA solutions (Zscaler ZPA/ZIA, ZVPN) to replace legacy VPN technologies • On call required rotation • Define and deliver modern Zero Trust architecture patterns, including application-level segmentation and identity-based access • Drive legacy VPN decommissioning and migration to ZTNA platforms • Develop and execute engineering roadmaps aligned to enterprise remote access strategy • Partner with security, infrastructure, and business units to ensure coordinated rollout and adoption • Document architecture, operational models, and implementation standards • Evaluate emerging ZTNA and secure access technologies and provide data-driven recommendations • Lead pilots and phased deployments, including testing, validation, and performance benchmarking • Act as a Tier-3 escalation lead for complex remote access and connectivity issues • Ensure high availability and resilience of remote access infrastructure in a 24x7 global environment • Assess and mitigate risks related to latency, scale, and user experience during migrations

• primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors • sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship • acts as the client’s 'trusted advisor' • builds client relationship to highest level of decision makers • plans and conducts effective in-person and/or phone meetings • identifies key drivers and maintains consistent formal/informal contact with key client decision makers

• drive relationships and sales within our key strategic wirehouse firms • spend the majority of time with COIs, large complexes and branches, private wealth teams and Regional Directors • drive thought leadership, practice management, capital markets and investment perspectives • collaborate with our Relationship Management team and internal partners • lead to more relationships, stronger relationships, and sales growth across all areas of investment product