Job Description:

The Job

The Tax-Exempt VP, Managing Director is a collaborative role providing strategic work and consulting to Higher Education, HealthCare and other non-profit organizations in order to help them maximize the value of their retirement program and ensure their satisfaction with Fidelity. The role requires working from home and someone who is comfortable or has had experience working remotely and independently from a personal home-based office or Fidelity Regional Site. The position requires 50% travel. #REMOTE

The Expertise and Skills You Bring

• Bachelor’s Degree with 15 years of industry experience
• 5 years of proven ability to work directly with Institutional Clients and/or Participants
• Series 7 & 63 licenses required or can be obtained within 90 days of hire
• Ability to travel 60% mostly within Mountain West and West region
• Relationship Building , Consultative Selling , Conflict Resolution and Problem Solving skills
• Strong written and oral communication skills
• Develops and maintain a strong network of business partners across Fidelity
• Handles difficult client interactions and solve a complex book of business/client problems
• Ability to get things done!!
• Decision making based on long-term view of trends, issues and business implications and cross-Fidelity impacts
• Ability to gain acceptance of ideas and suggestions from senior business executives
• Drives client satisfaction and loyalty via Net Promoter Score
• Develops a comprehensive relationship management strategy, including business planning, for your book of business
• Proactively educates and manages consultants in multi-vendor relationships to position for consolidation at Fidelity
• Creates opportunities to diversify revenue via cross selling, Personalized Planning and Advice, Health Savings accounts, Self-Directed Brokerage, Health & Welfare and Benefits Consulting opportunities
• Holds Annual Business planning and service reviews to be sure we understand client's goals and objectives

The Team

The VP, Managing Director is part of the Relationship Management team in Fidelity’s Tax-Exempt business which is provides Retirement Plan Services to Non-Profit Organizations. Primary goals include protecting the Fidelity brand name, retention, and revenue generation. This role maintains and builds the highest-level client relationships with key decision makers, influencers and C- suite committee members. The VP manages a Book-of-Business which consists of 10-15 Select/Large clients totaling more than $5B in assets. The Fidelity line of business is primarily Retirement but can include additional products and services. The role also leads an internal team of service-based associates and partners across the organization to solve client problems and create solutions that address client needs.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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, or by calling 800-835-5099, prompt 2, option 3.