Managing Director, 401K Relationship Manager

3 weeks ago

Westlake, 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.

  • 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.

  • 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 \u201Ctrusted advisor\u201D.

  • 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:

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.

  • Managing Director, 401K Relationship Manager

    6 days ago

    Westlake, 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...

  • Managing Director, 401K Relationship Manager

    19 hours ago

    Westlake, 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...

  • Relationship Manager

    4 weeks ago

    Westlake, United States Charles Schwab Full time

    Your Opportunity Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity...

  • Relationship Manager, Retirement Plan Services

    3 days ago

    Westlake, TX, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Charles Schwab has been a leader in financial services for over four decades, working to make investing more...

  • Director of 401k Year End Regulatory Compliance

    7 days ago

    Westlake, United States Fidelity Investments Full time

    Job Description: Director, Product Owner (PYES/5500/Audit Support Operations) The Role This Director, Product Owner role is responsible for all aspects of operations excellence for Plan Year End Summary (PYES) reporting, Forms 5500 production and employee benefit plan auditor support. Working globally across teams within Testing & Reporting Services (TRS),...

  • Relationship Manager, Retirement Plan Services

    3 days ago

    Westlake, TX, United States Charles Schwab Full time

    Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals...

  • Wealth Relationship Manager

    15 hours ago

    Westlake Village, United States Citi Full time

    **Responsibilities**: - Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. - Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based...

  • Director, Network Product Management

    4 weeks ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:The Role As Director, Network Product Management, you will be working in a team responsible for managing products and vendors through the entire product lifecycle from strategic planning in support of the Datacenter and Core Network Services Team. This includes working closely with the product engineering teams, vendor contracts, vendor...

  • Director, Network Product Management

    19 hours ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:The Role As Director, Network Product Management, you will be working in a team responsible for managing products and vendors through the entire product lifecycle from strategic planning in support of the Datacenter and Core Network Services Team. This includes working closely with the product engineering teams, vendor contracts, vendor...

  • Director, Product Management

    6 hours ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:Position Description: Improves and maintains brokerage trading experiences -- provides software application, digital experience (mobile, online, and Active Trader Pro), investment tool, and brokerage operational support. Manages the Software Delivery Lifecycle (SDLC) using Jira, Confluence, and Mural. Defines paid subscription capability...

  • Operations Management Director

    1 week ago

    Westlake, United States Brown & Root Full time

    Job Description With general autonomy may manage a large project, or multiple smaller complex/independent/unrelated projects, typically with a value of up to $500M, an operational region, or business segment by directing, developing, communicating, and implementing the company's direction and strategic goals. Requirements Skills required for this job are...

  • Operations Management Director

    1 week ago

    Westlake, United States Brown & Root Full time

    Job Description With general autonomy may manage a large project, or multiple smaller complex/independent/unrelated projects, typically with a value of up to $500M, an operational region, or business segment by directing, developing, communicating, and implementing the company's direction and strategic goals. Requirements Skills required for this job are...

  • Operations Management Director

    11 hours ago

    Westlake, United States Brown & Root Full time

    Job Description With general autonomy may manage a large project, or multiple smaller complex/independent/unrelated projects, typically with a value of up to $500M, an operational region, or business segment by directing, developing, communicating, and implementing the company's direction and strategic goals. Requirements Skills required for this job are...

  • Category Manager, Redistribution

    1 week ago

    Westlake, United States Core-Mark Full time

    Company Description Core-Mark continues to grow as the industry leader in fresh and broadline solutions for the convenience retail industry. With a reputation for empowering customers, employees, and communities, Core-Mark has become the largest, most comprehensive marketer of consumer goods in North America - offering a full range of products, programs, and...

  • Operations Management Director

    1 week ago

    Westlake, United States Brown & Root Full time

    Job DescriptionWith general autonomy may manage a large project, or multiple smaller complex/independent/unrelated projects, typically with a value of up to $500M, an operational region, or business segment by directing, developing, communicating, and implementing the company's direction and strategic goals.RequirementsSkills required for this job are...

  • Tax Manager

    1 week ago

    Westlake, United States Corrigan Krause CPAs Full time

    Description Job Title: Tax Manager We are very excited about our growth opportunities and are seeking highly motivated individuals in Westlake, OH with a commitment to client service to join our team! Why You Should Consider Corrigan Krause We are committed to hiring bright and determined individuals! Our employees enjoy both a competitive and rewarding...

  • Tax Senior Manager

    1 week ago

    Westlake, United States Corrigan Krause CPAs Full time

    Job Description Job Description Description: Job Title: Tax Senior Manager We are very excited about our growth opportunities and are seeking highly motivated individuals in Westlake, OH with a commitment to client service to join our team! Why You Should Consider Corrigan Krause We are committed to hiring bright and determined individuals! Our employees...

  • Account Manager, Corporate Sales

    1 week ago

    Westlake, United States Core-Mark International Full time

    Account Manager, Corporate Sales Apply Job ID : 100760BR Type : Sales Primary Location : Westlake, Texas Date Posted : 05/17/2024 Job Details : Company Description Core-Mark, a Performance Food Group Company, is part of a Fortune 150 company that continues to grow as an industry leader in fresh and broad-line solutions to the...

  • Account Manager, Corporate Sales

    19 hours ago

    Westlake, United States Core-Mark International Full time

    Account Manager, Corporate Sales Apply Job ID : 100760BR Type : Sales Primary Location : Westlake, Texas Date Posted : 05/17/2024 Job Details : Company Description Core-Mark, a Performance Food Group Company, is part of a Fortune 150 company that continues to grow as an industry leader in fresh and broad-line solutions to the...

  • Tax Manager

    1 month ago

    Westlake, United States Corrigan Krause CPA's Full time

    Job DescriptionJob DescriptionDescription:Job Title: Tax ManagerWe are very excited about our growth opportunities and are seeking highly motivated individuals in Westlake, OH with a commitment to client service to join our team!Why You Should Consider Corrigan KrauseWe are committed to hiring bright and determined individuals! Our employees enjoy both a...