VP, Managing Director – 401K Relationship Manager

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VP, Managing Director responsible for building relationships with key employee benefit decision makers at Fidelity. Collaborating with an internal team for effective solutions and client satisfaction.

Posted 5/7/2026full-timeRemote • California, Nevada, Oregon, Washington • 🇺🇸 United StatesLead💰 $118,000 - $226,000 per yearWebsite

About the role

Key responsibilities & impact

responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C-suite executives at a set of Fidelity’s institutional clients
leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs
designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives
appropriately positioning products and solutions that will help the client achieve their overall benefits goals
responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business

Requirements

What you’ll need

require associate in this role to hold Series 7 and 63 licenses
prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
building positive client relationships based on shared dedication to mutual goals
engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities
staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Relationship ManagementClient ServiceStrategic PlanningConsultative SolutionsFiduciary DutiesParticipant CommunicationEducation StrategiesHealth and Welfare AdministrationDefined Benefits AdministrationStock Plan Services Administration

Soft Skills

Building RelationshipsCollaborationProblem SolvingCommunicationUnderstanding Client NeedsEngagementProactive ResearchClient HappinessGoal OrientationInfluencing

Certifications

Series 7 LicenseSeries 63 License