Relationship Manager managing a portfolio of medical specialists at ANZ. Connecting with practitioners to drive growth and deliver tailored banking solutions in healthcare banking.
SF
Hybrid Director, Managing Director – 401K Relationship Manager
Posted 4 months ago
About the role
- Managing Director overseeing defined contribution client relations at Fidelity. Building relationships and ensuring client satisfaction while leading strategic planning and investment discussions.
Responsibilities
- The Managing Director (MD) is entrusted with a book of business of defined contribution
- The Managing Director is the primary contact for the client and works in a team structure
- Managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors
- Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship
- Acts as the client’s 'trusted advisor'
- Identifying key drivers and maintains consistent formal/informal contact with key client decision makers
- Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity
Requirements
- College degree preferred or equivalent work-related experience
- Series 7 & 63 required
- 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
- Your retirement plan record keeping and administration experience
- Your relationship management experience
- You have excellent verbal and written communication skills
- Your excellent organization and time management skills and attention to detail
- You have demonstrated problem-solving skills
- Your effective presentation skills, influence and negotiation skills
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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