Vice President, Managing Director – 401K Relationship Manager

🔥 4 minutes ago

🦌 Connecticut, New Hampshire, +4 more states – Remote

🦌 Connecticut – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote 🔔 Pennsylvania – Remote

💵 $118k - $226k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• Build, maintain, and grow relationships with key employee benefit decision makers, influencers, and C-suite executives at Fidelity institutional clients • Lead and collaborate with internal service associates and business partners to solve client problems and provide consultative solutions • Help clients lead successful Benefits and Total Wellness programs • Understand client business needs and relevant issues through a consultative approach • Seek feedback, anticipate issues, and proactively provide solutions • Set strategic direction for client relationships and act as a trusted advisor • Engage client decision makers and advisors/consultants to understand needs and opportunities • Monitor client business, competition, industry, and marketplace changes • Design and conduct strategic planning and service review meetings virtually or in person • Position products and solutions supporting clients’ benefits goals • Facilitate discussions on legal, regulatory, and plan design issues • Consult on qualified and potentially non-qualified plan design alternatives • Work with consultants on inquiries, presentations, plan design, products, technology, customer concerns, fund changes, pricing, analytics, and related matters • Build long-term relationships with consultants and advisors • Develop collaborative relationships across Fidelity business partners and lead internal problem resolution • Develop customer-centric relationship management strategies and business plans for each client • Lead a diverse multi-product Fidelity offering • Differentiate Fidelity’s benefits approach against competing solutions • Lead pricing and fee discussions • Collaborate with service teams on fiduciary duties, participant communications, and education strategies • Advocate for clients within sound financial judgment and Fidelity’s long-term interests • Analyze and advise on internal and external customer needs • Handle difficult client interactions and resolve sophisticated book-of-business challenges

🎯 Requirements

• Associate required to hold Series 7 and 63 licenses • 8+ years of Relationship Management or Client Service experience preferred, preferably within the Retirement/401K industry • Experience with Health and Welfare, Defined Benefits, and Stock Plan Services administration effective but not required • Excellent presentation, influence, and negotiation skills • Strong organizational and time management capabilities • Executive presence capabilities • Must not require immigration sponsorship • Subject to applicable laws and regulations regarding criminal histories

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement • 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