Fidelity Investments
Director, Managing Director- 401K Relationship Manager
Fidelity Investments, Roanoke, Texas, United States, 76299
Overview
Director, Managing Director - 401K Relationship Manager. The Managing Director (MD) is entrusted with a book of defined contribution business and is the primary contact for the client. The MD works in a team structure collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. Responsibilities
Manage a defined contribution book of business and act as the client’s primary contact. Educate clients and resolve issues; build and maintain strong client relationships with Plan Sponsors. Plan, conduct, and facilitate effective in-person and/or phone meetings; thoroughly plan and prepare for client meetings. Coordinate internal resources to provide analysis and recommendations on design alternatives; lead discussions with Investment Consulting to create effective investment strategies. Assist Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and handling contribution inquiries. Own the client relationships for which they are accountable; drive problem resolution to produce satisfactory outcomes. Represent the MD as the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) to deliver services to the client. Build and develop strong internal working relationships with Fidelity personnel to support service delivery. Qualifications and Expertise
College degree preferred or equivalent work-related experience. Series 7 & 63 must be obtained within 120 days of hire. 8+ years of Relationship Management or Client Service experience; preferably in Retirement/401K. Experience with retirement plan record keeping and administration; strong relationship management skills. Excellent verbal and written communication skills; strong organization, time management, and attention to detail. Proven problem-solving abilities; effective presentation, influence, and negotiation skills. Ability to verify client agreement on issues and options before implementing solutions. Strategic thinking: set direction for the plan and act as the client’s trusted advisor; engage with key decision makers. Experience planning and guiding client meetings; facilitating discussions with clients on legal, regulatory and design issues for qualified and potentially nonqualified plans. Coordinate with internal teams to analyze and recommend design alternatives; analyze client investment architecture and provide appropriate options. Active engagement with Investment Review meetings and Investment Consulting to create beneficial strategies for clients. Ability to navigate Fidelity solutions to address client needs and differentiate Fidelity’s benefits approach. Strong client relationship building with decision-makers and the capability to manage expectations across stakeholders. Certifications
Series 7 - FINRA, Series 63 - FINRA Category
Relationship Management Employment details
Most roles at Fidelity are Hybrid, requiring onsite presence every other week (Mon-Fri) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, state laws governing securities, investment and retirement-related activities, and FINRA rules. Those laws may restrict Fidelity from hiring individuals with certain criminal histories. Location: Roanoke, TX; Salary range and posting history included in listing are examples of market data. Seniority level: Director Employment type: Full-time Job function: Business Development and Sales
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Director, Managing Director - 401K Relationship Manager. The Managing Director (MD) is entrusted with a book of defined contribution business and is the primary contact for the client. The MD works in a team structure collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. Responsibilities
Manage a defined contribution book of business and act as the client’s primary contact. Educate clients and resolve issues; build and maintain strong client relationships with Plan Sponsors. Plan, conduct, and facilitate effective in-person and/or phone meetings; thoroughly plan and prepare for client meetings. Coordinate internal resources to provide analysis and recommendations on design alternatives; lead discussions with Investment Consulting to create effective investment strategies. Assist Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and handling contribution inquiries. Own the client relationships for which they are accountable; drive problem resolution to produce satisfactory outcomes. Represent the MD as the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) to deliver services to the client. Build and develop strong internal working relationships with Fidelity personnel to support service delivery. Qualifications and Expertise
College degree preferred or equivalent work-related experience. Series 7 & 63 must be obtained within 120 days of hire. 8+ years of Relationship Management or Client Service experience; preferably in Retirement/401K. Experience with retirement plan record keeping and administration; strong relationship management skills. Excellent verbal and written communication skills; strong organization, time management, and attention to detail. Proven problem-solving abilities; effective presentation, influence, and negotiation skills. Ability to verify client agreement on issues and options before implementing solutions. Strategic thinking: set direction for the plan and act as the client’s trusted advisor; engage with key decision makers. Experience planning and guiding client meetings; facilitating discussions with clients on legal, regulatory and design issues for qualified and potentially nonqualified plans. Coordinate with internal teams to analyze and recommend design alternatives; analyze client investment architecture and provide appropriate options. Active engagement with Investment Review meetings and Investment Consulting to create beneficial strategies for clients. Ability to navigate Fidelity solutions to address client needs and differentiate Fidelity’s benefits approach. Strong client relationship building with decision-makers and the capability to manage expectations across stakeholders. Certifications
Series 7 - FINRA, Series 63 - FINRA Category
Relationship Management Employment details
Most roles at Fidelity are Hybrid, requiring onsite presence every other week (Mon-Fri) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, state laws governing securities, investment and retirement-related activities, and FINRA rules. Those laws may restrict Fidelity from hiring individuals with certain criminal histories. Location: Roanoke, TX; Salary range and posting history included in listing are examples of market data. Seniority level: Director Employment type: Full-time Job function: Business Development and Sales
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