Vice President, Managing Director responsible for relationship management and client services at Fidelity Investments. Collaborating with teams to enhance institutional client benefit programs and services.
Responsibilities
Building and maintaining relationships with key decision makers at institutional clients
Collaborating with internal teams and Plan Sponsor contacts to solve client problems
Leading internal teams in planning and service review meetings
Requirements
8+ years of Relationship Management or Client Service experience
Series 7 & 63 licenses required
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration preferred
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