Vice President, Managing Director – Stock Plan Services

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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 build internal working relationships supporting 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 steps to improve client profitability • Develop and negotiate contract renewals through proactive activities or formal rebids • Collaborate with business partners to increase households and conversions and facilitate education and communication for participants and clients • Provide each client with a formal plan review addressing service needs and opportunities • Advise clients on equity compensation plans and industry-leading practices • Support corporate actions including mergers, acquisitions, splits, divestitures, and spin-offs • Provide leadership, motivation, and support for 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, or 401K • Transparent and credible presence in the Equity Compensation industry • Certified Equity Professional designation helpful • Strategic perspective on comprehensive employee benefit solutions for large corporations • Well-developed communication, project management, consulting, and leadership skills • Consultative ability to understand and respond to client business needs • Ability to work successfully 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 • Ability to seek feedback, anticipate issues, and proactively provide solutions • Organization, time-management, attention to detail, and problem-solving skills • Ability to manage multiple conflicting priorities • Effective presentation, influence, and negotiation skills • High emotional intelligence • Servant leadership mindset and dedication to teamwork • Self-awareness and demonstrated history of self-improvement • Analytical and critical thinking skills • Fidelity is not providing immigration sponsorship for this position • Must be able to acquire required securities registrations within the specified timeframe

🏖️ 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