Director – 401K Relationship Manager

This is a fully remote position, open to applicants in Connecticut, +7 more states.

📋 Description

• Act as the main point of contact for clients and Plan Sponsors.

• Guide, educate, and address client concerns effectively.

• Build and nurture positive relationships with institutional clients.

• Develop internal collaborations to enhance service delivery.

• Define strategic direction for plans while taking ownership and responsibility for client relationships.

• Serve as the trusted advisor for clients, fostering relationships with senior decision-makers.

• Organize and lead productive in-person and/or phone meetings.

• Evaluate and suggest plan design alternatives, including both qualified and potentially nonqualified plans.

• Facilitate discussions around legal, regulatory, investment, and plan design matters.

• Coordinate internal resources to deliver client analysis and recommendations.

• Assess investment architecture and suggest suitable alternatives.

• Conduct Investment Review meetings and collaborate with Investment Consulting teams.

• Support Plan Sponsors with plan corrections, operational issues, PSW navigation, literature, and contribution inquiries.

• Address client issues and achieve satisfactory resolutions.

• Oversee the Book of Business with assistance from Client Service Managers and Testing and Reporting Analysts.

• Gather client feedback, anticipate concerns, and proactively offer solutions.

⛳️ Requirements

• The associate must possess Series 7 and Series 63 licenses.

• A preferred 3-5+ years of experience in Relationship Management or Client Service, ideally within the Retirement/401K sector.

• Experience in retirement plan record keeping and administration.

• Proven relationship management experience.

• Outstanding verbal and written communication abilities.

• Strong organizational and time management skills.

• Keen attention to detail.

• Effective problem-solving abilities.

• Skills in presentation, influence, and negotiation.

• Series 07 - FINRA certification.

• Series 63 - FINRA certification.

• Please note that Fidelity will not provide immigration sponsorship for this role.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Industry-leading retirement benefits.

• Generous paid time off.

• Parental leave.

• Employee match program for charitable giving.

• Educational assistance, including student loan repayment options.

• Tuition reimbursement.

• Access to learning resources for career advancement.

• Bonus or other variable compensation based on position and eligibility.