Account Manager managing Offsite accounts for AirOps, providing strategic guidance and execution. Leading client relationships and performance monitoring to enhance brand visibility in AI search.
SF
Hybrid VP, Managing Director, 401K Relationship Manager
Posted 2 months ago
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
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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