Vice President, Managing Director – Stock Plan Services

🕒 Setembro 8

🌽 Illinois, Kentucky, +5 estados a mais – Remoto

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💵 $118.000 - $226.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

👻 Score fantasma 7%

infoinfo

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Fidelity Investments

Fidelity Investments

10.000+ funcionários

Fundada em 1946

💸 Finanças

🤝 B2B

👥 B2C

💰 $2.000.000 Series unknown em 2024-03

Finance • B2B • B2C

A Fidelity Investments é uma empresa de serviços financeiros globalmente diversificada, sediada nos EUA, focada em ajudar clientes individuais e institucionais a alcançarem seus objetivos financeiros. A empresa é conhecida por sua gestão de investimentos (incluindo fundos mútuos e gestão de ativos), serviços de aposentadoria e gestão de patrimônio, plataformas de corretagem e negociação, e serviços para clientes institucionais. A Fidelity opera tanto produtos voltados para consumidores finais, como serviços B2B para empregadores, consultores e instituições; o texto do site também destaca práticas padrão de privacidade/cookies da web e restrições de uso transfronteiriço.

Descrição

• Develop positive relationships with Equity Compensation clients and internal Fidelity personnel in support of service delivery • Maintain overall accountability for a book of institutional equity compensation plan clients • Cultivate relationships with key decision makers and guide service teams toward high client satisfaction • Drive operational effectiveness, plan profitability, client retention, loyalty, revenue growth, and product and service adoption • Supervise client satisfaction and facilitate timely resolution of client issues • Evaluate revenue and expense metrics and implement proactive profitability measures • Develop strategies and negotiate contract renewals and formal rebid activities • Collaborate with business partners to increase households and conversions and facilitate participant and client education and communication • Provide formal plan reviews addressing client needs and enhanced service opportunities • Apply detailed knowledge of equity compensation plans consultatively with clients • Support corporate actions including mergers, acquisitions, splits, divestitures, and spin-offs • Lead, motivate, and support client service team members

🎯 Requisitos

• College degree preferred or equivalent work-related experience • Ability to acquire Series 7 & 63/65 within the first three months of employment • 10+ years of Relationship Management or Client Service experience, preferably within Equity Compensation/Retirement/401K industry • Transparent and credible presence in the Equity Compensation industry • Certified Equity Professional designation is helpful • Strategic perspective on comprehensive employee benefit solutions for large corporations • Well-developed communication, project management, consulting, and leadership skills • Ability to work in a matrix management environment • Ability to build credibility internally and externally at all organizational levels • Strong client relationship management across HR, Total Rewards, Compensation, Treasury, Legal, and Procurement constituencies • Organization, time-management, attention to detail, and ability to manage conflicting priorities • Problem-solving, presentation, influence, negotiation, emotional intelligence, analytical, and critical thinking skills • Self-awareness, history of self-improvement, and servant leadership orientation • Fidelity is not providing immigration sponsorship for this position

🏖️ Benefícios

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment, tuition reimbursement, and learning resources • Bonus or other variable compensation, depending on position and eligibility

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