SVP, Managing Director – 401K Relationship Manager

🕒 July 14

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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

• The SVP, Managing Director (MD) is 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. • Acts as the client’s 'trusted advisor'. • 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. • Facilitates discussions with clients regarding legal, regulatory and design issues across the plan(s) and relationship.

🎯 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.

🏖️ Benefits

• Comprehensive health care coverage and emotional well-being support. • Market-leading retirement plans. • 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.