Director of Innovation and Engagement at CALS, Cornell University. Cultivating partnerships and managing programs to enhance visibility and economic impact of research.
SF
Hybrid Managing Director III
Posted 1 hour ago
About the role
- Serving as primary relationship manager for Fidelity's 529 education savings plans. Engaging state sponsors to improve satisfaction and outcome for end customers.
Responsibilities
- Serve as primary relationship manager for a subset of state sponsors, addressing recurring and ad-hoc needs, ensuring all plan sponsor requests are addressed, and keeping plan sponsors up to date on all relevant changes to the product or industry developments
- Lead monthly and quarterly meetings with clients to review plan and investment performance
- Take ownership, along with the 529 Product team to provide inputs into potential product enhancements based on feedback from state sponsors
- Partner with Marketing team in state-level marketing plan development and ongoing adjustments
- Coordinate and participate in state board meetings which include additional government representatives
- Represent the state and programs in public appearances
- Identify and build relationships with key decision-makers at target states to influence bid plans, more effectively prepare for upcoming RFPs and win new state plans
- Partner with appropriate internal stakeholders to integrate 529 offerings in appropriate employer plans
- Work with Investment management team to make adjustments to product offerings and updates
- Increase Fidelity's leadership position within key industry organizations, including NAST, CSF and MSRB
- Attend relevant industry conferences to build relationships and learn from industry peers and state plan sponsors, with potential speaking slots at industry conferences (e.g. alongside a current client)
- Keep all customer-facing associates updated on latest 529 enhancements
Requirements
- At least 3-5+ years of relationship management experience.
- 5-7+ years of end-to-end product management experience is preferred.
- A background in/experience with 529 plans would be a big plus but not required.
- Executive level written and verbal communication skills.
- Ability to work both strategically and tactically as necessary.
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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No Education Requirement
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