SVP leading stock plan services relationship management team at Fidelity, focusing on client retention and business strategy implementation. Responsible for management of client relationships and team development.
Responsibilities
leadership and support for a multi-state book of client relationships
retention, loyalty, satisfaction, and relationship growth of client book of business
developing and driving business strategy to improve business results
compliance oversight for all registered representative direct reports
engagement with internal business leaders for client strategies
Requirements
15+ years of professional experience
5+ years in institutional (B2B) sales and relationship management
Series 7, 24 & 63 licenses are required
Benefits
comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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