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Lisa Smith is listed as Senior Vice President, Fidelity Workplace Investing, Head of National Accounts at Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Mansfield, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Lisa Smith.
Lisa Smith previously worked as Senior Vice President, Fidelity Workplace Investing, Head of National Accounts at Fidelity Investments and Senior Vice President, Fidelity Institutional Asset Management, Retirement National Accounts at Fidelity Investments. Lisa Smith holds Bachelor Of Science (B.S.), Business Administration, Management And Operations from Isenberg School Of Management, Umass Amherst.
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For three decades I have been a steward of the Retirement Plans business. Drawing upon experiences in virtually all areas of the business, my passion is connecting people, ideas, processes and solutions to solve challenges and enhance opportunities for growth. With deep experience in business development, consulting and relationship management, I currently have the privilege of leading our National Accounts team responsible for developing our most critical strategic partnerships. __________________________________ Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content. Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917 1011151.1.0
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Boston, Massachusetts, United States
Lead a team of business development professionals responsible for growing our Retirement and Benefits business with Key Accounts and Strategic Partners.
Smithfield, Rhode Island
National Account Sales/Relationship Manager responsible for business development and retention with strategic firms including every major Broker Dealer, Bank and top retirement advisory firm across the US. Deepened relationships and developed strategic plans with C-Suite and retirement executives including sales coverage strategies and marketing programs to drive 401k platform/fund sales and market share. Recipient of Presidents Circle Award ( 2009, 2011, 2015 ), Excellence Award (2010), 12th Man Award (2013) and Product Champion Award (2015).
Led department of 60 including Internal Sales Desk, Retirement Marketing and Education, Product Development/Management, Investment Strategy and Business Acceptance/Compliance functions. Developed Advisor segmentation strategy and created loyalty and value programs to increase sales, retention and client satisfaction with plan advisors. Overhauled product, pricing, marketing and service configurations to exploit market growth opportunities.
Led department of 180 providing communication and education services for plan sponsors' defined contribution, pension, health and welfare and HR/Payroll plans. Developed and managed an annual business plan and multi-million dollar budget with a focus on expense management and improved client satisfaction.
Led department of 50 providing implementation services to Fidelity's largest defined contribution clients. Managed the development and execution of an annual business plan and multi-million dollar budget while substantially increasing client satisfaction scores. Participated in sales presentations and pre-sale contract and pricing negotiations.
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Kharli Brockmeier- Mba, Cwim
Colleague at Fidelity InvestmentsSan Marcos, California, United States
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Sharitah Namale
Colleague at Fidelity InvestmentsGreater Boston, United States
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Ramya Raghavan
Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India
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Mariya Fernandez, Cpa
Colleague at Fidelity InvestmentsBelmont, Massachusetts, United States
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Michele Rose
Colleague at Fidelity InvestmentsWeatherford, Texas, United States
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Sai Eswar Nookala
Colleague at Fidelity InvestmentsIrving, Texas, United States
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Jack Groom
Colleague at Fidelity InvestmentsDenver, Colorado, United States
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Meghan Gavrilles
Colleague at Fidelity InvestmentsGreater Boston, United States
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Brian Bolger
Colleague at Fidelity InvestmentsAustin, Texas Metropolitan Area, United States
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Obuliraj Dhanakotti
Colleague at Fidelity InvestmentsIrving, Texas, United States
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Quick answers generated from the profile data available on this page.
Lisa Smith works for Fidelity Investments.
Lisa Smith is listed as Senior Vice President, Fidelity Workplace Investing, Head of National Accounts at Fidelity Investments at Fidelity Investments.
Lisa Smith is based in Mansfield, Massachusetts, United States while working with Fidelity Investments.
Lisa Smith has worked for Fidelity Investments, Fidelity Investments Institutional Services Company, Fidelity Investments Retirement Services Company, We Inspire. Promote. Network. (Wipn), and American Retirement Association - Napa 401K Summit.
Lisa Smith's colleagues at Fidelity Investments include Kharli Brockmeier- Mba, Cwim, Sharitah Namale, Ramya Raghavan, Mariya Fernandez, Cpa, and Michele Rose.
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Lisa Smith holds Bachelor Of Science (B.S.), Business Administration, Management And Operations from Isenberg School Of Management, Umass Amherst.
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