Director – 401K Relationship Manager
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Albuquerque • California • New Mexico • United States
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Salary
💰 $100,000 - $155,000 per year
Job Level
About the role
- develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery
- primary contact for the client and works in a team structure
- leading, educating, resolving client issues, establishing relationships, and meeting the needs of both Plan Sponsors and Advisors
- differentiating Fidelity's benefits approach against competitive benefit solutions
- facilitating discussions with clients regarding legal, regulatory, and design issues across the plan
- analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor
Requirements
- acquire a Series 7 and 63 within the first 3-6 months
- 5+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry
- retirement plan record keeping and administration experience
- experience working with Financial Advisors
- excellent verbal and written communication skills
- excellent organization and time leadership skills and attention to detail
- shown problem-solving skills
- effective presentation skills, influence and negotiation 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
retirement plan record keepingretirement plan administrationinvestment architecture analysis
Soft Skills
relationship managementclient serviceproblem-solvingcommunicationorganizationtime leadershipattention to detailpresentation skillsinfluencenegotiation
Certifications
Series 7Series 63