Director of Strategic Partnerships leading partnerships across Asia - Pacific for AI startup Twelve Labs. Driving strategic collaborations to enhance revenues and market presence in the technology sector.
SF
Hybrid Director – Managing Director, 401K Relationship Manager
Posted 3 months ago
About the role
- Managing Director handling a book of business of 25–35 client relationships within the Retirement/401K industry. Developing relationships and ensuring service delivery at Fidelity with up to 35% travel.
Responsibilities
- Develop positive relationships with institutional clients.
- Build internal working relationships with Fidelity personnel in support of service delivery.
- Act as the primary contact for the client in a team structure.
- Lead, educate, and resolve client issues.
- Establish relationships and meet the needs of both Plan Sponsors and Advisors.
- Coordinate internal resources for analysis and recommendations on design alternatives.
- Facilitate discussions with clients regarding legal, regulatory and design issues across the plan.
Requirements
- 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.
- Acquire a Series 7 and 63 within the first 3-6 months of acquiring the position.
- Excellent verbal and written communication skills.
- Excellent organization and time leadership skills and attention to detail.
- Problem-solving skills.
- Effective presentation skills, influence and negotiation skills.
- Experience working with Financial Advisors.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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