SVP, Managing Director-401K Relationship Manager

Job Description :

The SVP, Managing Director (MD) is entrusted with a client book of business including some or all defined contribution (401k), defined benefit (pension), health / welfare administration, and other related products and services. 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 and other Employee Benefits leader contacts. Focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Ensure client happiness by seeking feedback and anticipate issues and / or concerns to proactively provide solutions.

CANDIDATE MAY BE LOCATED REMOTELY NATIONWIDE

The Expertise and Skills You Have

• College degree preferred and / or equivalent work-related experience.
• Series 7 & 63 must be obtained post hire.
• 10 years of benefits outsourcing relationship management or client service experience; preferably within 401(k) & non-qualified plan administration, Pension administration, Equity Plan services, Health / Welfare administration, and more.
• Validated relationship management experience : you have excellent verbal and written communication skills.
• Possess excellent organization, time leadership skills, and attention to detail.
• Tried problem-solving skills in sophisticated situations.
• Effective presentation skills, influence and negotiation skills, and ability to deliver solutions to a variety of audiences & levels is key.
• Developing, leading and maintaining strong client relationships, including at senior / executive levels.
• Building positive relationships based on shared dedication to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the overall client relationship. Acts as the client’s 'trusted advisor'.
• Builds client relationship to the highest level of decision makers.
• Plans and conducts effective in-person and / or virtual meetings.
• Makes detailed plans and preparations for client meetings.
• Accurately plans, influences, and implements Fidelity solutions to address a client’s needs.
• Differentiates Fidelity's benefits offerings against a competitive benefit solution(s).
• Facilitates discussions with clients regarding legal, regulatory and design issues across the plan(s) and relationship.
• Coordinates internal resources to provide analysis and recommendations to clients on a variety of alternatives, including design, product development, etc.
• Identifies key drivers and maintains consistent formal / informal contact with key client decision makers.
• Works closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients / Fidelity.
• Owns the client relationships for which they are accountable, which includes problem resolution on behalf of clients to produce a satisfactory outcome.
• The MD is considered the lead associate for a Book of Business with supporting functions (various extended service team members) providing outcomes as a collective service team in support of the client and their employees.
• Building and developing strong internal working relationships with Fidelity personnel in support of superior service delivery.

Certifications : Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances : Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com

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