Director, Managing Director- 401K Relationship Manager

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Job Title: Director, Managing Director- 401K Relationship Manager

The Role

The Director, Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of Plan Sponsors. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.

The Expertise and Skills You Bring

• We require associate in this role to hold Series 7 and 63 licenses.

• We prefer associates to have 3-5 plus years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
• Your retirement plan record keeping and administration experience.

• Your relationship management experience.

• You have excellent verbal and written communication skills.

• Your excellent organization and time leadership skills and attention to detail.

• You have shown problem-solving skills.

• Your effective presentation skills, influence and negotiation skills.
• Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships.
• We are responsible for building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s trusted advisor.

• Building client relationship to the highest level of decision makers.

• Planning and conducting effective in-person and/or phone meetings.

• Makes detailed plans and preparations for client meetings.

• Accurately planning, influencing, and implementing Fidelity solutions to address needs.

• Differentiating Fidelity's benefits approach against competitive benefit solutions.

• Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.

• Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.

• Responsible for analyzing investment architecture and providing appropriate alternatives.

• Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.

• Actively facilitating Investment Review meetings.

• Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity.

• Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.

• This includes problem resolution on behalf of clients to produce a satisfactory outcome.

• Considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.

• Building and developing strong working relationships.

The Team

Focusing on understanding and responding to clients. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.

Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that 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, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Requires Series 7 and 63 licenses; 3-5+ years relationship management or client service experience preferred, ideally in retirement/401K; strong communication, organization, problem-solving, and presentation skills.

Key Responsibilities

• managing client relationships
• consulting on plan design
• coordinating internal resources

Job Details

• Category: Sales
• Seniority: Senior Level
• Commitment: Full Time
• Workplace: Remote — Ohio or Illinois or Indiana or Missouri or Wisconsin or Kentucky or Michigan
• Salary: USD 95,000 – 186,000 / year
• Languages: English

Benefits

• Generous paid time off
• Tuition reimbursement
• Retirement plan
• Generous parental leave

About Fidelity Investments

A privately held financial services company providing investment management and retirement solutions. — Industry: Finance