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VP, Managing Director – 401K Relationship Manager
skillventory - A Leading Talent Research FirmVP, Managing Director managing 401K relationships for Fidelity. Focused on building client relationships and ensuring satisfaction through a consultative approach.
About the role
Key responsibilities & impact- Building, maintaining, and growing strong and committed client relationships
- Leading internal team in problem resolution
- Proactively evaluating client pricing and fees for appropriateness
- Collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies
Requirements
What you’ll need- 8 years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry
- Acquire a Series 7 and 63 within the first 3 months
- Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory
Benefits
Comp & perks- Fidelity’s Onsite Working Model
- Certifications: Series 63 - FINRA, Series 7 - FINRA
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client relationship managementproblem resolutioncollaborationcommunication
Certifications
Series 7Series 63