Director – 401K Relationship Manager

🔥 0 minutes ago

🦌 Connecticut, Maine, +6 more states – Remote

🦌 Connecticut – Remote 🦞 Maine – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote ⚓ Rhode Island – Remote 🍁 Vermont – 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 Plan Sponsors • Lead, educate, and resolve client issues • Establish and develop positive relationships with institutional clients • Build internal working relationships to support service delivery • Set strategic direction for plans and take ownership and accountability for client relationships • Act as the client's trusted advisor and build relationships with senior decision makers • Plan and conduct effective in-person and/or phone meetings • Analyze and recommend plan design alternatives, including qualified and potentially nonqualified plans • Facilitate discussions regarding legal, regulatory, investment, and plan design issues • Coordinate internal resources to provide client analysis and recommendations • Analyze investment architecture and provide appropriate alternatives • Facilitate Investment Review meetings and collaborate with Investment Consulting • Assist Plan Sponsors with plan corrections, operational defects, PSW navigation, literature, and contribution inquiries • Resolve client problems and produce satisfactory outcomes • Lead the Book of Business with support from Client Service Managers and Testing and Reporting Analysts • Seek client feedback, anticipate concerns, and proactively provide solutions

🎯 Requirements

• Associate 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 • Attention to detail • Problem-solving skills • Presentation, influence, and negotiation skills • Series 07 - FINRA certification • Series 63 - FINRA certification • Fidelity will not provide immigration sponsorship for this position

🏖️ 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 for career development • Bonus or other variable compensation, depending on position and eligibility