Vice President, Managing Director – Stock Plan Services
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois, Kentucky, Minnesota, Montana, Ohio, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $200,000 per year
Job Level
Lead
About the role
- Develop positive relationships with Equity Compensation clients
- Build internal working relationships with Fidelity personnel in support of service delivery
- Accountable for the relationship of a book of institutional equity compensation plan clients
- Passionate about cultivating relationships with key decision makers
- Drive operational effectiveness and plan profitability
- Grow client relationships through value-driven cross selling initiatives
- Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns
- Provide focused leadership, motivation, and support for client service team members
Requirements
- College degree preferred or equivalent work-related experience
- Ability to acquire Series 7 & 63/65 within the first three months of employment
- Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry
- Transparent and credible presence in the Equity Compensation industry
- Certified Equity Professional designation is helpful
- Provide a strategic perspective on comprehensive employee benefit solutions for large corporations
- Well-developed communication, project management, consulting, and leadership skills
- Focused on understanding and responding to client needs
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Relationship ManagementClient ServiceProject ManagementConsultingEmployee Benefit Solutions
Soft skills
CommunicationLeadershipMotivationClient SatisfactionOperational Effectiveness
Certifications
Series 7Series 63Series 65Certified Equity Professional