Director, Managing Director- 401K Relationship Manager

4 weeks ago


San Francisco CA, United States Fidelity TalentSource LLC Full time

The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.
\8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
~ Your retirement plan record keeping and administration experience.
~ Your relationship management experience.
~ Your excellent organization and time management skills and attention to detail.
~ Developing, managing and maintaining strong client relationships.
~ Building strong partnerships based on shared commitment to mutual goals. Building client relationship to highest level of decision makers.
~ Planning and conducting effective in-person and/or phone meetings.
~ Properly planning, influencing, and implementing Fidelity solutions to address needs.
~ Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery. \The Managing Director focuses on understanding and responding to client needs. We offer a wide range of to meet your evolving needs and help you live your best life at work and at home. \u00A0These 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. \u00A0Note, the application window closes when the position is filled or unposted.
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.
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. 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. Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. 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.



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