Director, Managing Director- 401K Relationship Manager

The Director, Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of Plan Sponsors. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.

Responsibilities

Serve as the primary contact for the client; Develop positive relationships with institutional clients; Build internal working relationships with Fidelity personnel in support of service delivery; Set the strategic direction for the plan and take ownership and accountability for the relationship; Act as the client's trusted advisor; Build client relationships with the highest level of decision makers; Make detailed plans and preparations for client meetings; Plan, influence and implement Fidelity solutions to address client needs; Differentiate Fidelity's benefits approach against competitive benefit solutions; Facilitate discussions with clients regarding legal, regulatory and design issues; Consult with clients on qualified and potentially nonqualified plan design alternatives; Coordinate internal resources to provide analysis and recommendations on design alternatives; Analyze investment architecture and provide appropriate alternatives; Identify key drivers and maintain consistent contact with key client decision makers; Facilitate Investment Review meetings; Work with Investment Consulting to build investment strategies and solutions; Assist Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, plan and participant literature, and contribution inquiries; Resolve problems on behalf of clients; Lead the Book of Business with supporting functions

Requirements

Hold Series 7 and 63 licenses; Retirement plan record keeping and administration experience; Relationship management experience; Excellent verbal and written communication skills; Excellent organization, time leadership skills and attention to detail; Problem-solving skills; Effective presentation, influence and negotiation skills; Ability to develop, lead and maintain strong client relationships; Ability to plan and conduct effective in-person and/or phone meetings; Ability to analyze investment architecture and provide alternatives

Nice to have

3-5+ years of Relationship Management or Client Service experience; Preferably within Retirement/401K industry

Benefits

Comprehensive health care coverage; Emotional well-being support; Market-leading retirement plan; Generous paid time off; Parental leave; Charitable giving employee match program; Educational assistance including student loan repayment and tuition reimbursement; Learning resources to develop your career; Bonus or other variable compensation may be included depending on position and eligibility