Managing Director- 401k Relationship Manager

Managing Director

The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 50 client relationships that may range $20 60M in assets under administration. 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 associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position.
• 8+ years of Relationship Management or Client Service experience; preferably within the 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 both Plan Sponsors and Advisors. This role will require ~35% of travel.

The Skills You Bring

The Value You Deliver

How Your Work Impacts the Organization Focusing on understanding and responding to clients and advisors. 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.

Certifications :

Series 07 - FINRA, Series 63 - FINRA

Category :

Relationship Management