About the role

  • 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

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible working arrangements
  • Professional development

Job title

VP, Managing Director, 401K Relationship Manager

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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