Director, Managing Director- 401K Relationship Manager

Director, Managing Director

The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 25 35 client relationships that may range $20 100M 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.

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.

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.

Skills You Bring

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.

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 :

Series 07 - FINRA, Series 63 - FINRA

Category :

Relationship Management