Vice President, Managing Director responsible for client relationships and consultative solutions within Fidelity’s institutional clients. Leading internal teams to enhance benefits programs and client satisfaction.
Responsibilities
Responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C-suite executives
Lead and collaborate with an internal team of service-based associates and business partners
Help clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing
Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions
Requirements
8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Require associate in this role to hold Series 7 & 63 licenses
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