Senior Account Manager managing high - value accounts for FinQuery's AI - driven accounting automation platform. Responsible for complex negotiations and account expansion strategies.
SF
Hybrid Director – Managing Director, 401K Relationship Manager
Posted last month
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
Account Manager supporting B2B sales activities at Enapter, focused on managing customer relationships and operational sales processes. Passionate about renewable energy and green hydrogen production.
Senior Account Manager responsible for 360° campaign conception and management. Join our innovative and international team, contributing to creative communication strategies.
Account Manager managing integrated B2B marketing programmes for technology brands during maternity cover. Focusing on strategy, execution, and client relationship management.
Account Manager promoting sustainable construction solutions in the OEM market for the UK and Ireland. Seeking new sales opportunities and managing customer relationships.
Key Account Manager overseeing OTR sales and customer relationships in South Africa. Responsible for developing new business and maintaining key customer portfolios with site visits.
Analyst III designing and implementing strategies for Nequi to improve processes and growth. Contributing to the organization's strategic goals regarding sustainability and profitability.
Territory Manager overseeing client cleaning solutions for restaurants and hotels at Ecolab. Responsible for installation, maintenance, and client training for hygiene technologies.
Intern assisting the Strategic Partnerships team at the Pembina Institute. Focus on research and administrative support in fundraising efforts for clean energy transition.
Clinical Sales Account Manager driving sales strategies to achieve revenue goals across healthcare accounts. Collaborating with sales partners and managing customer relationships throughout the sales process.