Director - 401K Relationship Manager

🔥 14 hours ago

🐎 Kentucky, Texas – Remote

🐎 Kentucky – Remote 🤠 Texas – Remote

⏰ Full Time

🔴 Lead

💰 Account Manager

👻 Ghost score 10%

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• Open for 1 day.
• Jobs at this company usually fill in 25 days.
• No salary listed.

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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 institutional clients and Plan Sponsors • Lead, educate, and resolve client issues while meeting Plan Sponsor needs • Develop positive relationships with institutional clients and internal Fidelity personnel • Establish 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 client meeting plans • Implement Fidelity solutions addressing client needs • Differentiate Fidelity’s benefits approach against 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 • Facilitate Investment Review meetings • Lead discussions with Investment Consulting to develop investment strategies and solutions • Assist Plan Sponsors with plan corrections, operational defects, PSW navigation, plan and participant literature, and contribution inquiries • Resolve client problems to achieve satisfactory outcomes • Lead the Book of Business with support from Client Service Managers and Testing and Reporting Analysts • Build and develop strong working relationships

🎯 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 • Excellent organization and time leadership skills and attention to detail • Problem-solving skills • Presentation, influence, and negotiation skills • Must not have criminal history restrictions that prevent association with Fidelity under applicable laws and regulations • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefits

• Full-time employment • Fidelity’s onsite working model information; onsite expectations vary by role and location, with transition not applying to fully remote roles

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