Lisa Smith

Lisa Smith Email and Phone Number

Senior Vice President, Fidelity Workplace Investing, Head of National Accounts at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
Lisa Smith's Location
Mansfield, Massachusetts, United States, United States
About Lisa Smith

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

Lisa Smith's Current Company Details
Fidelity Investments

Fidelity Investments

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Senior Vice President, Fidelity Workplace Investing, Head of National Accounts at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Lisa Smith Work Experience Details
  • Fidelity Investments
    Senior Vice President, Fidelity Workplace Investing, Head Of National Accounts
    Fidelity Investments Apr 2020 - Present
    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.
  • Fidelity Investments
    Senior Vice President, Fidelity Institutional Asset Management, Retirement National Accounts
    Fidelity Investments 2008 - Apr 2020
    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).
  • Fidelity Investments Institutional Services Company
    Senior Vice President, Retirement Product And Marketing
    Fidelity Investments Institutional Services Company Sep 2003 - Apr 2008
    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.
  • Fidelity Investments Retirement Services Company
    Senior Vice President, Large/Strategic Market Communication And Education
    Fidelity Investments Retirement Services Company Feb 2001 - Oct 2003
    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.
  • Fidelity Investments Retirement Services Company
    Senior Vice President, Large Plan Services Implementation
    Fidelity Investments Retirement Services Company Jul 1998 - Feb 2001
    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.
  • We Inspire. Promote. Network. (Wipn)
    Past President
    We Inspire. Promote. Network. (Wipn) Jan 2019 - Present
  • American Retirement Association - Napa 401K Summit
    Volunteer, Co-Chair
    American Retirement Association - Napa 401K Summit 2008 - 2016

Lisa Smith Education Details

Frequently Asked Questions about Lisa Smith

What company does Lisa Smith work for?

Lisa Smith works for Fidelity Investments

What is Lisa Smith's role at the current company?

Lisa Smith's current role is Senior Vice President, Fidelity Workplace Investing, Head of National Accounts at Fidelity Investments.

What schools did Lisa Smith attend?

Lisa Smith attended Isenberg School Of Management, Umass Amherst.

Who are Lisa Smith's colleagues?

Lisa Smith's colleagues are Daniel Holzman, Sujata Paramguru, Chris Gaines, Meara Kelleher, Priyanka Bhargava, Brandi Sterling, Jamie Smith.

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