Director – 401K Relationship Manager

🔥 19 hours ago

🌽 Illinois, Kentucky, +4 more states – Remote

🌽 Illinois – Remote 🐎 Kentucky – Remote 🏈 Ohio – Remote 🚗 Michigan – Remote 🏰 Missouri – Remote 🧀 Wisconsin – Remote

💵 $95k - $186k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

👻 Ghost score 0%

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Serve as the primary contact for clients and lead a team structure responsible for client education, issue resolution, relationship management, and Plan Sponsor needs • Develop positive relationships with institutional clients and internal Fidelity personnel • Set strategic direction for plans and act as the client’s trusted advisor • Build relationships with senior client decision makers • Plan and conduct effective in-person and/or phone meetings • Prepare detailed plans for client meetings • Plan, influence, and implement Fidelity solutions • Differentiate Fidelity’s benefits approach from competing benefit solutions • Facilitate discussions on legal, regulatory, and plan design issues • Consult on qualified and potentially nonqualified plan design alternatives • Coordinate internal resources for client analysis and recommendations • Analyze investment architecture and provide appropriate alternatives • Identify key drivers and maintain formal and informal contact with client decision makers • Facilitate Investment Review meetings • Lead discussions with Investment Consulting to develop investment strategies and client solutions • Assist Plan Sponsors with plan corrections, operational defects, PSW navigation, plan and participant literature, and contribution inquiries • Resolve client problems and produce satisfactory outcomes • Act as lead associate for the Book of Business while coordinating supporting functions • Seek client feedback, anticipate issues, and proactively provide solutions

🎯 Requirements

• Must hold Series 7 and Series 63 licenses • 3-5+ years of Relationship Management or Client Service experience preferred, preferably within the Retirement/401K industry • Retirement plan record keeping and administration experience • Relationship management experience • Excellent verbal and written communication skills • Strong organization and time leadership skills and attention to detail • Problem-solving skills • Presentation, influence, and negotiation skills • Fidelity will not provide immigration sponsorship for this position • Candidates may be subject to restrictions related to certain Criminal Histories under applicable laws and regulations

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement benefits • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment • Tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation may be included depending on position and eligibility