Managing Director, Tax-Exempt Market

🔥 0 minutes ago

🦌 Connecticut, Florida, +7 more states – Remote

🦌 Connecticut – Remote 🐊 Florida – Remote 🐎 Kentucky – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🍂 Massachusetts – Remote ⚓ Rhode Island – Remote

💵 $95k - $186k / year

⏰ Full Time

🔴 Lead

💰 Tax

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Fidelity Investments is a financial services company dedicated to strengthening the financial well-being of its customers by providing a wide range of investment and savings solutions. With a mission to deliver better outcomes for individuals, families, employers, and institutions, Fidelity offers services including retirement planning, asset management, online trading, brokerage, and wealth management. The company boasts significant assets under administration of $12. 6 trillion, with a large workforce of over 74,000 associates and a global presence in multiple countries.

📋 Description

• Provide planning and consulting to Higher Education, HealthCare, and non-profit organizations • Improve the value of clients' benefits programs and ensure client satisfaction • Build, maintain, and develop relationships with key decision makers, influencers, and C-suite committee members • Manage a book of business comprising 25–30 Eastern-region clients with approximately $30m–$100m in defined contribution assets • Seek feedback, anticipate client needs, and proactively provide solutions • Engage key decision makers and advisors/consultants to understand client needs and opportunities • Monitor trends impacting client satisfaction and develop response plans • Maintain awareness of client business, competition, industry, and marketplace changes • Lead external business planning and service reviews • Position products and services to support clients' benefits goals • Work with consultants on inquiries, plan sponsor presentations, plan design, products, technology, customer issues, fund changes, revenue requirements, pricing, thought leadership, and plan analytics • Build long-term relationships with consultants and advisors in partnership with Consultant Relations • Collaborate with business partners to drive operational accuracy, efficiency, and problem resolution • Lead internal teams in resolving client problems and offering solutions

🎯 Requirements

• Bachelor's Degree • 12+ years of overall work experience • 5+ years of Participant or Client Service experience, preferably within the retirement industry • Series 7 license required upfront • Series 63 license required upfront • Experience working directly with Tax-Exempt Plan Sponsors and Participants is helpful but not required • Ability to work remotely and independently from a personal home-based office • Ability to travel 25–50% • No immigration sponsorship provided

🏖️ 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, and learning resources • Bonus or other variable compensation may be included depending on position and eligibility • Fully remote work arrangement