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.
Maintainer signals as of 9/23/2026
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
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will serve as the primary contact for plan sponsors and develop trusted relationships with institutional clients. You will lead client meetings, resolve issues, consult on plan design and investment alternatives, coordinate internal resources, and support operational requests and plan corrections.
Requirements
- Hold FINRA Series 7 and Series 63 licenses
- Have 3–5 or more years of relationship management or client service experience, preferably in the retirement or 401K industry
- Have retirement-plan recordkeeping and administration experience
- Have relationship management experience
- Demonstrate verbal and written communication skills
- Demonstrate organization, time management, presentation, influence, and negotiation skills
- Demonstrate problem-solving skills
Responsibilities
- Lead and maintain client relationships
- Resolve client issues and implement solutions
- Conduct client meetings and prepare detailed meeting plans
- Consult on retirement plan design alternatives
- Coordinate internal analysis and recommendations
- Analyze investment architecture and provide alternatives
- Facilitate investment review meetings
- Support plan corrections and operational inquiries
- Lead the book of business
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable-giving employee match program
- Student loan repayment
- Tuition reimbursement