skillventory - A Leading Talent Research Firm

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

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
  • 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 & Tools
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