Managing Director, 401K Relationship Manager

3 weeks ago

Covington, United States Fidelity TalentSource LLC Full time



Job Description:

Role

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.



The Expertise and Skills We’re Looking For

  • College degree preferred or equivalent work-related experience.
  • Series 7 & 63 required.
  • 3\u002B 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.
  • You have excellent verbal and written communication skills.
  • Your excellent organization and time management skills and attention to detail.
  • You have demonstrated problem-solving skills.
  • Your effective presentation skills, influence and negotiation skills.
  • Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.
  • Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.
  • Building client relationship to highest level of decision makers.
  • Planning and conducting effective in-person and/or phone meetings.
  • Makes thorough plans and preparations for client meetings.
  • Properly planning, influencing, and implementing Fidelity solutions to address needs.
  • Differentiating Fidelity's benefits approach against competitive benefit solutions.
  • Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.
  • Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.
  • The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.
  • Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.
  • Actively facilitating Investment Review meetings.
  • Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.
  • Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.
  • The MD is expected to own the client relationships for which they are accountable.
  • This includes problem resolution on behalf of clients to produce a satisfactory outcome.
  • The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.
  • The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.




Certifications:

Series 07 - FINRA, Series 63 - FINRA

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\u2014we 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.

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