Director, Managing Director - 401K Relationship Manager
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
About the Role
You will be the primary contact for plan sponsors, building relationships up to senior decision makers, consulting on plan design, facilitating investment review meetings, and resolving client issues while leading the book of business.
Requirements
- Series 7 and 63 licenses
- Preferred 3-5+ years of relationship management or client service experience, preferably in retirement/401K
- Retirement plan recordkeeping and administration experience
- Excellent verbal and written communication
- Presentation, influence and negotiation skills
- Problem-solving skills
Responsibilities
- Serve as primary contact for plan sponsors
- Develop and maintain strong client relationships
- Plan and conduct client meetings
- Consult on plan design alternatives
- Facilitate Investment Review meetings
- Analyze investment architecture and provide alternatives
- Assist plan sponsors with plan corrections and operational issues
- Lead the book of business with supporting functions
