Head of Proposal and Database Delivery

Head Of Proposal & Database Delivery, Vice President

As the Head of Proposal & Database Delivery, you will lead a high-performing team. This team delivers world-class sales enablement solutions to drive expansion and client dedication across Workplace Investing (WI). Your organizationcomprising of Proposal Consultants, Database Associates, and Sales Content Leadsfulfills an essential function in assisting sales pursuits and client retention across all WI products and market segments.

The role requires strong leadership to guide cross-functional teams, strategically align responses with prospects, clients, and consultant / advisors. You will be responsible for resource management and ensure high-quality execution in proposal development, content strategy, and database management. Acting as a key escalation point for Sales, Managing Directors and Consulting Relations, you will implement strategies that enhance quality, efficiency, and revenue impact across WI Sales and the Sales Optimization Acceleration and Retention (SOAR) organization.

Your mission : build outstanding client acquisition and customer dedication experience for clients, prospects, and consultants while encouraging career growth and vitality for your team.

Key Responsibilities

Strategic Leadership : Shape and execute sales enablement strategies that accelerate WI growth and retention.

Operational Excellence : Oversee timely, high-quality completion of sales proposals, pricing support, and ensuring SLA compliance and leveraging automation for efficiency.

Quality Control : Review and approve all final proposal documents to ensure they are strategically aligned, compelling, and meet all requirements.

Process Management : Develop proposal plans, manage timelines, guide database updates and ensure all aspects of the submission are complete, compliant, and high-quality.

Data & Insights : Monitor sales operations, analyze performance metrics, and deliver actionable insights to identify opportunities for improvement.

Database Management : Manage, maintain, and ensure the integrity, accuracy, and security of the contact database.

Innovation & Process Improvement : Champion automation and digital solutions to optimize proposal workflows and content delivery.

Talent Development : Mentor and develop front line leaders and associates, fostering a culture of collaboration, innovation, and continuous learning.

Partner Influence : Act as a liaison connecting sales, subject matter experts, and other departments to keep messages coordinated. Build strong relationships with internal and external partners, proactively assess needs, and resolve issues through systematic problem-solving.

Compliance Oversight : Serve as principal for assigned registered sales representatives, ensuring adherence to securities regulations and organizational standards.

The Expertise You Bring

• Deep experience in retirement plan recordkeeping and administration within Workplace Investing.
• Broad product knowledge across all WI offerings and client segments.
• Shown success collaborating with sales teams, relationship managers, and consultants.
• Demonstrated leadership experience leading both people leaders and individual contributors.
• Strong program abilities combined with experience in overseeing projects.
• Ability to travel approximately 20%.
• Series 7, 63, and 24 licenses required (or obtained within 120 days).
• Bachelor's degree with 10+ years of experience, and / or Master's degree with 6+ years of experience.

The Skills You Bring

The Value You Deliver

The Team

Workplace Investing (WI) Sales is a collaborative, fast-paced environment. The SOAR organization plays a critical role in supporting WI Sales, Retention, and Consulting Relations by showcasing Fidelity's customer focus, industry expertise, innovative technology, and exceptional participant and plan sponsor experiences. Together, we help win new clients and achieve annual sales and retention goals.

Work Environment

This role is Hybrid, requiring onsite presence every other week (Monday through Friday) in a Fidelity office.

The base salary range for this position is $124,000 - $175,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and / or associating with individuals with certain Criminal Histories.