SVP, Managing Director – 401K Relationship Manager

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skillventory - A Leading Talent Research Firm

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2008

Skillventory is a leading name among top recruitment consultants having clients PAN India. Started in 2008, we feel delighted to state that we helped in shaping the careers of more than 20000 job seekers. We are a full spectrum Manpower Consultancy Firm, fulfilling manpower requirements of businesses by offering the wide range of services from Executive Search, Recruitment, Specialists-on-Contract, HR Automation, Consulting, Outsourcing, and Training. We are easily accessible, reachable and serving clients across India effectively and efficiently, as we are located in 6 major locations of the country, with Workstations in Indore , Mumbai , Ahmedabad ,Bangalore , New Delhi and Pune

📋 Description

• 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

🎯 Requirements

• College degree preferred and/or equivalent work-related experience • Series 7 & 63 must be obtained post hire • 10+ years of benefits outsourcing relationship management or client service experience; preferably within 401(k) & non-qualified plan administration, Pension administration, Equity Plan services, Health/Welfare administration, and more • Validated relationship management experience: you have excellent verbal and written communication skills • Possess excellent organization, time leadership skills, and attention to detail • Tried problem-solving skills in sophisticated situations • Effective presentation skills, influence and negotiation skills, and ability to deliver solutions to a variety of audiences & levels is key • Developing, leading and maintaining strong client relationships, including at senior/executive levels • Building positive relationships based on shared dedication to mutual goals • Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the overall client relationship • Acts as the client’s 'trusted advisor' • Builds client relationship to the highest level of decision makers • Plans and conducts effective in-person and/or virtual meetings • Makes detailed plans and preparations for client meetings • Accurately plans, influences, and implements Fidelity solutions to address a client’s needs • Differentiates Fidelity's benefits offerings against a competitive benefit solution(s) • Facilitates discussions with clients regarding legal, regulatory and design issues across the plan(s) and relationship • Coordinates internal resources to provide analysis and recommendations to clients on a variety of alternatives, including design, product development, etc • Identifies key drivers and maintains consistent formal/informal contact with key client decision makers • Works closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity • Owns the client relationships for which they are accountable, which includes problem resolution on behalf of clients to produce a satisfactory outcome • Building and developing strong internal working relationships with Fidelity personnel in support of superior service delivery

🏖️ Benefits

• comprehensive health care coverage and emotional well-being support • market-leading retirement • generous paid time off and parental leave • charitable giving employee match program • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career