Managing Director, 401K Relationship Manager Managing Director, 401K Relationship Manager …

Fidelity Investments
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Fidelity Investments
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Managing Director, 401K Relationship Manager
Job Description:

In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.

The Expertise We're Looking For
  • We require associate in this role to hold Series 7 & 63 licenses.
  • We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.


The Purpose of Your Role

The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of Plan Sponsors.

The Skills You Bring
  • 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 leadership skills and attention to detail.
  • You have shown problem-solving skills.
  • Your effective presentation skills, influence and negotiation skills.


The Value You Deliver
  • Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships.
  • We are responsible for building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client's "trusted advisor".
  • Building client relationship to the highest level of decision makers.
  • Planning and conducting effective in-person and/or phone meetings.
  • Makes detailed plans and preparations for client meetings.
  • Accurately 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.
  • Responsible for analyzing 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 build 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.
  • This includes problem resolution on behalf of clients to produce a satisfactory outcome.
  • 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.
  • Building and developing strong working relationships.


How Your Work Impacts the Organization

Focusing on understanding and responding to clients. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in crafting and encouraging a work environment that attracts the best talent and reflects our dedication to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Certifications:

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.
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