Fidelity Investments
VP, Managing Director- 401K Relationship Manager
Fidelity Investments, Covington, Kentucky, United States, 41011
VP, Managing Director- 401K Relationship Manager
Join to apply for the VP, Managing Director- 401K Relationship Manager role at Fidelity Investments Job Description
As a Vice President, Managing Director in Select Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C-suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing.
How Your Work Impacts the Organization
Focus on understanding and responding to clients in a consultative role to acquire a clear understanding of business needs and relevant issues. Ensure client satisfaction by seeking feedback and proactively providing solutions.
The Expertise You Have
Require associate in this role to hold Series 7 & 63 licenses
Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
The Value You Deliver
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrating ownership and accountability. Acting as the client’s “trusted advisor.”
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants to develop a deeper understanding of client needs and opportunities.
Staying informed of changes in the client’s business, competition, industry, and marketplace, and advising to drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to understand client goals and appropriately position products and solutions.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, and related topics.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal teams in problem resolution.
Strategic Book Management
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using strategic pricing levers.
Collaborates with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support the book of business.
Advocates for the client within the boundaries of sound financial judgment and Fidelity interests.
Makes decisions with a long-term view of trends and business implications, including cross-Fidelity impacts.
Provides analysis and advice to resolve needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book-of-business challenges; leads customer concerns appropriately.
Displays excellent presentation, influence, negotiation, organizational, time management and executive presence capabilities.
Certifications
Category: Relationship Management
Work Environment
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Regulatory Notice
Fidelity’s business is governed by the provisions of 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 financial activities, and the rules and regulations of self-regulatory organizations, including FINRA. Some laws may restrict Fidelity from hiring individuals with certain criminal histories.
Seniority level: Executive
Employment type: Full-time
Job function: Other
Referrals increase your chances of interviewing at Fidelity Investments by 2x
Get notified about new Vice President jobs in Covington, KY.
Cincinnati, OH $100,000.00-$135,000.00 4 months ago
Note: This description focuses on the VP, Managing Director- 401K Relationship Manager role and excludes other postings listed in the original content to maintain clarity and relevance.
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Join to apply for the VP, Managing Director- 401K Relationship Manager role at Fidelity Investments Job Description
As a Vice President, Managing Director in Select Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C-suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing.
How Your Work Impacts the Organization
Focus on understanding and responding to clients in a consultative role to acquire a clear understanding of business needs and relevant issues. Ensure client satisfaction by seeking feedback and proactively providing solutions.
The Expertise You Have
Require associate in this role to hold Series 7 & 63 licenses
Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
The Value You Deliver
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrating ownership and accountability. Acting as the client’s “trusted advisor.”
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants to develop a deeper understanding of client needs and opportunities.
Staying informed of changes in the client’s business, competition, industry, and marketplace, and advising to drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to understand client goals and appropriately position products and solutions.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, and related topics.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal teams in problem resolution.
Strategic Book Management
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using strategic pricing levers.
Collaborates with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support the book of business.
Advocates for the client within the boundaries of sound financial judgment and Fidelity interests.
Makes decisions with a long-term view of trends and business implications, including cross-Fidelity impacts.
Provides analysis and advice to resolve needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book-of-business challenges; leads customer concerns appropriately.
Displays excellent presentation, influence, negotiation, organizational, time management and executive presence capabilities.
Certifications
Category: Relationship Management
Work Environment
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Regulatory Notice
Fidelity’s business is governed by the provisions of 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 financial activities, and the rules and regulations of self-regulatory organizations, including FINRA. Some laws may restrict Fidelity from hiring individuals with certain criminal histories.
Seniority level: Executive
Employment type: Full-time
Job function: Other
Referrals increase your chances of interviewing at Fidelity Investments by 2x
Get notified about new Vice President jobs in Covington, KY.
Cincinnati, OH $100,000.00-$135,000.00 4 months ago
Note: This description focuses on the VP, Managing Director- 401K Relationship Manager role and excludes other postings listed in the original content to maintain clarity and relevance.
#J-18808-Ljbffr