Vice President, Managing Director – Stock Plan Services

🔥 16 minutes ago

🌽 Illinois, Kentucky, +5 more states – Remote

🌽 Illinois – Remote 🐎 Kentucky – Remote 🚗 Michigan – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote

💵 $118k - $226k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 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

• Develop positive relationships with Equity Compensation clients and internal Fidelity personnel in support of service delivery • Maintain overall accountability for a book of institutional equity compensation plan clients • Cultivate relationships with key decision makers and guide service teams toward high client satisfaction • Drive operational effectiveness, plan profitability, client retention, loyalty, revenue growth, and product and service adoption • Supervise client satisfaction and facilitate timely resolution of client issues • Evaluate revenue and expense metrics and implement proactive profitability measures • Develop strategies and negotiate contract renewals and formal rebid activities • Collaborate with business partners to increase households and conversions and facilitate participant and client education and communication • Provide formal plan reviews addressing client needs and enhanced service opportunities • Apply detailed knowledge of equity compensation plans consultatively with clients • Support corporate actions including mergers, acquisitions, splits, divestitures, and spin-offs • Lead, motivate, and support client service team members

🎯 Requirements

• College degree preferred or equivalent work-related experience • Ability to acquire Series 7 & 63/65 within the first three months of employment • 10+ years of Relationship Management or Client Service experience, preferably within Equity Compensation/Retirement/401K industry • Transparent and credible presence in the Equity Compensation industry • Certified Equity Professional designation is helpful • Strategic perspective on comprehensive employee benefit solutions for large corporations • Well-developed communication, project management, consulting, and leadership skills • Ability to work in a matrix management environment • Ability to build credibility internally and externally at all organizational levels • Strong client relationship management across HR, Total Rewards, Compensation, Treasury, Legal, and Procurement constituencies • Organization, time-management, attention to detail, and ability to manage conflicting priorities • Problem-solving, presentation, influence, negotiation, emotional intelligence, analytical, and critical thinking skills • Self-awareness, history of self-improvement, and servant leadership orientation • Fidelity is not providing immigration sponsorship for this position

🏖️ 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, and learning resources • Bonus or other variable compensation, depending on position and eligibility