Vice President, Managing Director – 401K Relationship Manager

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

📋 Description

• Establish, nurture, and expand relationships with key decision makers, influencers, and C-suite executives regarding employee benefits at Fidelity's institutional clients.

• Lead and collaborate with internal service associates and business partners to address client challenges and deliver consultative solutions.

• Assist clients in successfully managing Benefits and Total Wellness programs.

• Utilize a consultative approach to comprehend client business needs and pertinent issues.

• Gather feedback, foresee potential issues, and proactively offer solutions.

• Set the strategic direction for client relationships while acting as a trusted advisor.

• Engage with client decision makers and advisors/consultants to identify needs and opportunities.

• Monitor client business, competition, industry trends, and changes in the marketplace.

• Design and facilitate strategic planning and service review meetings, either virtually or in person.

• Position products and solutions that align with clients’ benefits objectives.

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

• Provide consultation on both qualified and potentially non-qualified plan design options.

• Collaborate with consultants on inquiries, presentations, plan design, products, technology, client concerns, fund changes, pricing, analytics, and related matters.

• Build enduring relationships with consultants and advisors.

• Foster collaborative relationships across Fidelity business partners and guide internal problem resolution.

• Develop customer-focused relationship management strategies and business plans tailored to each client.

• Lead a diverse multi-product offering from Fidelity.

• Differentiate Fidelity’s benefits strategy from competing solutions.

• Lead discussions regarding pricing and fees.

• Collaborate with service teams on fiduciary responsibilities, participant communications, and educational strategies.

• Advocate for clients while maintaining sound financial judgment and Fidelity’s long-term interests.

• Analyze and advise on the needs of both internal and external customers.

• Navigate challenging client interactions and resolve complex business challenges.

⛳️ Requirements

• Associate must possess Series 7 and 63 licenses.

• At least 8 years of experience in Relationship Management or Client Service is preferred, ideally within the Retirement/401K sector.

• Experience in Health and Welfare, Defined Benefits, and Stock Plan Services administration is beneficial but not mandatory.

• Exceptional presentation, influence, and negotiation skills.

• Strong organizational and time management skills.

• Capable of demonstrating an executive presence.

• Must not require immigration sponsorship.

• Subject to applicable laws and regulations regarding criminal history.

🏝️ Benefits

• Comprehensive health care coverage.

• Emotional well-being support.

• Market-leading retirement plans.

• Generous paid time off.

• Parental leave.

• Charitable giving employee match program.

• Educational assistance, including student loan repayment.

• Tuition reimbursement.

• Access to learning resources to advance your career.

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