Vice President, Managing Director – Stock Plan Services

This is a fully remote position, open to applicants in Illinois, +6 more states.

📋 Description

• Foster positive relationships with Equity Compensation clients and internal Fidelity staff to enhance service delivery.

• Assume overall responsibility for a portfolio of institutional equity compensation plan clients.

• Build relationships with key decision-makers and steer service teams towards achieving high levels of client satisfaction.

• Enhance operational efficiency, plan profitability, client retention, loyalty, revenue growth, and the adoption of products and services.

• Oversee client satisfaction and ensure prompt resolution of client issues.

• Assess revenue and expense metrics while implementing proactive measures for profitability.

• Formulate strategies and negotiate contract renewals and formal rebid processes.

• Collaborate with business partners to boost households and conversions while facilitating education and communication for participants and clients.

• Conduct formal plan reviews to address client needs and identify opportunities for enhanced services.

• Utilize in-depth knowledge of equity compensation plans to provide consultative support to clients.

• Assist with corporate actions including mergers, acquisitions, splits, divestitures, and spin-offs.

• Inspire, motivate, and support members of the client service team.

⛳️ Requirements

• Preferred college degree or equivalent work experience.

• Capability to obtain Series 7 & 63/65 licenses within the first three months of employment.

• Over 10 years of experience in Relationship Management or Client Service, ideally in the Equity Compensation/Retirement/401K sector.

• A transparent and credible presence within the Equity Compensation field.

• Certified Equity Professional designation is advantageous.

• Strategic insight into comprehensive employee benefit solutions for large organizations.

• Strong communication, project management, consulting, and leadership abilities.

• Ability to function effectively in a matrix management setup.

• Proven ability to establish credibility at all organizational levels, both internally and externally.

• Proficient in managing client relationships across HR, Total Rewards, Compensation, Treasury, Legal, and Procurement sectors.

• Strong organizational skills, time management, attention to detail, and adeptness at handling conflicting priorities.

• Competent in problem-solving, presentation, influence, negotiation, emotional intelligence, analytical, and critical thinking skills.

• Self-aware with a commitment to self-improvement and a focus on servant leadership.

• Please note that Fidelity does not offer immigration sponsorship for this role.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Market-leading retirement options.

• Generous paid time off.

• Parental leave.

• Charitable giving employee match program.

• Educational assistance, including student loan repayment, tuition reimbursement, and access to learning resources.

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