Director – 401K Relationship Manager

This is a fully remote position, open to applicants in Illinois, +5 more states.

📋 Description

• Act as the primary liaison for clients and oversee a team dedicated to client education, problem resolution, relationship management, and addressing Plan Sponsor requirements.

• Foster strong connections with institutional clients and internal Fidelity staff.

• Establish strategic plans and serve as a trusted advisor for clients.

• Cultivate relationships with senior decision-makers at client organizations.

• Organize and conduct impactful in-person and/or phone meetings.

• Prepare comprehensive agendas for client meetings.

• Strategically plan, influence, and implement Fidelity solutions.

• Distinguish Fidelity's benefits offerings from those of competing solutions.

• Lead discussions regarding legal, regulatory, and plan design considerations.

• Provide consultation on qualified and potential nonqualified plan design options.

• Coordinate internal resources to conduct client analyses and formulate recommendations.

• Evaluate investment frameworks and suggest suitable alternatives.

• Identify key influencers and maintain both formal and informal communication with client decision-makers.

• Facilitate Investment Review sessions.

• Direct dialogues with Investment Consulting to formulate investment strategies and client solutions.

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

• Address client challenges and achieve satisfactory resolutions.

• Serve as the lead associate for the Book of Business while coordinating related support functions.

• Gather client feedback, anticipate potential challenges, and proactively offer solutions.

⛳️ Requirements

• Candidates must possess Series 7 and Series 63 licenses.

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

• Experience in retirement plan record keeping and administration.

• Proven relationship management skills.

• Exceptional verbal and written communication abilities.

• Strong organizational skills, time management expertise, and keen attention to detail.

• Proficient problem-solving capabilities.

• Skills in presentation, influence, and negotiation.

• Fidelity will not offer immigration sponsorship for this role.

• Candidates may face restrictions related to certain Criminal Histories in accordance with applicable laws and regulations.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Leading retirement benefits in the market.

• Generous paid time off.

• Parental leave.

• Charitable giving employee matching program.

• Educational assistance, including student loan repayment options.

• Tuition reimbursement.

• Access to learning resources to advance your career.

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