Vice President, Managing Director – Stock Plan Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Foster strong relationships with Equity Compensation clients while establishing effective internal collaborations that enhance service delivery.

• Hold primary responsibility for managing a portfolio of institutional equity compensation plan clients.

• Nurture connections with key decision-makers and steer service teams to ensure high levels of client satisfaction.

• Enhance operational efficiency, ensure plan profitability, drive client retention, loyalty, revenue growth, and encourage product and service utilization.

• Oversee client satisfaction and facilitate the prompt resolution of client concerns.

• Analyze revenue and expense indicators and take proactive measures to boost client profitability.

• Develop and negotiate contract renewals through proactive engagement or formal rebidding processes.

• Collaborate with business partners to expand households and conversions while providing education and communication to participants and clients.

• Deliver a formal plan review for each client, addressing their service needs and potential opportunities.

• Offer guidance to clients regarding equity compensation plans and best practices within the industry.

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

• Provide leadership, motivation, and support to members of the client service team.

⛳️ Requirements

• Preferred college degree or equivalent relevant work experience.

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

• A minimum of 10 years of experience in Relationship Management or Client Service, ideally within Equity Compensation, Retirement, or 401(k) sectors.

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

• Having a Certified Equity Professional designation is advantageous.

• A strategic viewpoint on comprehensive employee benefit solutions for large enterprises.

• Highly developed communication, project management, consulting, and leadership abilities.

• Consultative skills to understand and address client business requirements.

• Capability to thrive in a matrix management setting.

• Ability to establish credibility both internally and externally across all organizational levels.

• Strong client relationship management skills involving HR, Total Rewards, Compensation, Treasury, Legal, and Procurement areas.

• Aptitude for seeking feedback, anticipating challenges, and proactively delivering solutions.

• Strong organizational, time-management, attention to detail, and problem-solving skills.

• Capacity to manage multiple conflicting priorities effectively.

• Proficient presentation, influence, and negotiation skills.

• High emotional intelligence.

• Commitment to servant leadership and teamwork.

• Self-awareness and a proven track record of self-improvement.

• Analytical and critical thinking capabilities.

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

• Must be able to obtain necessary securities registrations within the designated timeframe.

🏝️ Benefits

• Extensive health care coverage.

• Support for emotional well-being.

• Leading retirement benefits.

• Generous paid time off policies.

• Parental leave benefits.

• Charitable giving matching program for employees.

• Educational assistance, including student loan repayment options.

• Tuition reimbursement opportunities.

• Access to learning resources to advance your career.

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