Director of Partnerships for Xpansiv identifying and managing strategic partnerships in environmental markets. Leading initiatives on carbon compliance and marketplace development for global stakeholders.
SF
Hybrid Managing Director – 401K Relationship Manager
Posted 5 months ago
About the role
- Managing Director for 401K Relationship Management with Fidelity Investments. Develop positive institutional client relationships and ensure service delivery with financial advisors and internal teams.
Responsibilities
- Develop positive relationships with institutional clients
- Build internal working relationships with Fidelity personnel
- Primary contact for the client in a team structure
- Lead, educate, and resolve client issues
- Verify client agreement and develop solutions
- Facilitate discussions regarding legal, regulatory and design issues
- Assist Plan Sponsors with plan corrections and operational defects.
Requirements
- 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry
- Series 7 and 63 within the first 3 months
- Retirement plan record keeping and administration experience.
- Your relationship management experience.
- 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
- Flexible working hours
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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