Managing Director in Stock Plan Services focusing on key client relationships and operational effectiveness. Drive profitability and client loyalty in Fidelity’s equity compensation administration services.
Responsibilities
Develop positive relationships with Equity Compensation clients
Build internal working relationships with Fidelity personnel in support of service delivery
Accountable for the relationship of a book of institutional equity compensation plan clients
Passionate about cultivating relationships with key decision makers
Drive operational effectiveness and plan profitability
Grow client relationships through value-driven cross selling initiatives
Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns
Provide focused leadership, motivation, and support for client service team members
Requirements
College degree preferred or equivalent work-related experience
Ability to acquire Series 7 & 63/65 within the first three months of employment
Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry
Transparent and credible presence in the Equity Compensation industry
Certified Equity Professional designation is helpful
Provide a strategic perspective on comprehensive employee benefit solutions for large corporations
Well-developed communication, project management, consulting, and leadership skills
Focused on understanding and responding to client needs
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
Job title
Vice President, Managing Director – Stock Plan Services
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