What are the responsibilities and job description for the Retirement Income Client Engagement Lead position at Fidelity Investments?
Job Description
CLIENT ENGAGEMENT LEAD– LIFETIME INCOME
Our Team’s Mission
At Fidelity Investments, we are focused on providing leading retirement solutions that help employees plan for the long term by saving early and confidently. This also includes developing products and solutions that help employees prepare for what’s next: a successful transition to retirement. As part of this mission, the lifetime income team offers our clients and their employees a suite of solutions that are designed to meet the individual and diverse needs of our participants as they prepare for their retirement years.
The Role
The Lifetime Income client engagement lead will partner across the organization to lead the onboarding and client and participant engagement, across our suite of lifetime income products and services, including Guaranteed Income Direct. A member of our Lifetime Income product team, the lead will act as a subject matter expert for annuity distributions and products and partner with implementation teams, ensuring a seamless onboarding process for our clients. Post implementation, the client engagement lead will continue to partner with our clients, to drive participant education and awareness of Guaranteed Income Direct and/ or any additional Lifetime Income Solutions the client has chosen to adopt.
The Value You Deliver
Category:
Business Analysis
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
CLIENT ENGAGEMENT LEAD– LIFETIME INCOME
Our Team’s Mission
At Fidelity Investments, we are focused on providing leading retirement solutions that help employees plan for the long term by saving early and confidently. This also includes developing products and solutions that help employees prepare for what’s next: a successful transition to retirement. As part of this mission, the lifetime income team offers our clients and their employees a suite of solutions that are designed to meet the individual and diverse needs of our participants as they prepare for their retirement years.
The Role
The Lifetime Income client engagement lead will partner across the organization to lead the onboarding and client and participant engagement, across our suite of lifetime income products and services, including Guaranteed Income Direct. A member of our Lifetime Income product team, the lead will act as a subject matter expert for annuity distributions and products and partner with implementation teams, ensuring a seamless onboarding process for our clients. Post implementation, the client engagement lead will continue to partner with our clients, to drive participant education and awareness of Guaranteed Income Direct and/ or any additional Lifetime Income Solutions the client has chosen to adopt.
The Value You Deliver
- The client engagement lead is a critical to the success of our lifetime income products and solutions.
- The lead will help coordinate key client implementation and readiness materials across cross-functional internal stakeholder teams and third parties.
- The lead will also act as primary support for any questions and issues our internal client teams and our plan sponsors may have about their lifetime income product adoption and implementation.
- This role is key in providing our clients and their employees with new and critical solutions that can help millions of Americans retire successfully.
- Keen ability to prioritize and quickly tackle process challenges
- Ability to learn quickly and serve as a critical subject matter expert
- Flexible, collaborative and able to lead multiple projects efficiently
- Easily take initiative, creating and defining new processes
- Ability to work successfully in a cross-functional, matrixed organization, partnering with client, marketing and operational teams
- Ability to develop efficient implementation and communication processes
- Enjoy working to improve client and participant outcomes
- Enjoy working with clients and participants to drive education and awareness of our Lifetime Income offering
- Enjoy working in a fast-paced environment
- Bachelor’s Degree
- 5 - 7 plus years of financial services experience with experience in defined contribution plans a plus
- Experience with guaranteed income solutions and new business operations
- Experience working with directly with clients to drive results
- Strong internal and external relationship management skills
- Some travel required
Category:
Business Analysis
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
