Vice President, Managing Director-401K Relationship Manager

Job Description

As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed client relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of clients with an array of complexities, challenges, and opportunities.

The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.

This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.

Licensing and Experience

• We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.
• We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement / 401k industry.
• Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.

Key Responsibilities

Relationships

Strategic Book Management

Certifications

Series 07 - FINRA, Series 63 - FINRA

Category

Relationship Management

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and / or associating with individuals with certain Criminal Histories.

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