Vice President, Managing Director – Stock Plan Services
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Remote
Location: Massachusetts • New Hampshire • United States
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Salary
💰 $120,000 - $200,000 per year
Job Level
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
- guide the service teams towards high client satisfaction
- drive operational effectiveness and plan profitability
- grow client relationships through value-driven cross selling initiatives
- develop strategy and negotiate contract renewals
- work with business partners to develop programs to increase households and conversions
- provide each client with a formal plan review
- support client needs to facilitate corporate actions such as mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities
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
- Focused on understanding and responding to client needs
- Ability to successfully work in a matrix management environment
- Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement
- Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions
- Effective presentation skills, influence, and negotiation skills
- Desire to roll your sleeves up and work with and for your teammates
- Self-awareness and shown history of self-improvement
- Analytical and critical thinking skills
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 ServiceEquity CompensationRetirement401KContract NegotiationStrategic PlanningEmployee Benefit SolutionsOperational EffectivenessCross Selling
Soft skills
Client SatisfactionInterpersonal SkillsCommunication SkillsInfluenceNegotiation SkillsSelf-awarenessAnalytical SkillsCritical ThinkingTeam CollaborationProblem Solving
Certifications
Series 7Series 63Series 65Certified Equity Professional