Vice President, Managing Director – Stock Plan Services

skillventory - A Leading Talent Research Firm

Managing Director responsible for equity compensation client relationships and service delivery. Driving client satisfaction and operational effectiveness in a rapidly growing financial services firm.

Posted 7/15/2026full-timeRemote • Illinois, Kentucky, Utah • 🇺🇸 United StatesLead💰 $118,000 - $226,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Relationship Management and Client Service within the Equity Compensation industry, focusing on client satisfaction, strategic planning, and operational effectiveness. Proven ability to lead teams, negotiate contracts, and cultivate strong relationships with key stakeholders.

Highest-signal resume keywords

10+ Years Of Relationship Management ExperienceEquity Compensation Industry ExpertiseSeries 7 & 63/65 CertificationCertified Equity Professional DesignationStrategic Perspective On Employee Benefit Solutions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementContract NegotiationOperational EffectivenessProject ManagementAnalytical SkillsProblem-Solving SkillsPresentation SkillsCross Selling InitiativesMetrics EvaluationCorporate Actions Support

Soft Skills

High Emotional IntelligenceServant LeadershipEffective CommunicationTime ManagementAttention To Detail

Certifications & Qualifications

Series 7 CertificationSeries 63/65 CertificationCertified Equity Professional

Industry Keywords

Equity CompensationRetirement Industry401KClient SatisfactionCorporate ActionsTotal RewardsCompensationHuman ResourcesConsultative RoleMatrix Management

About the role

Key responsibilities & impact

develop positive relationships with Equity Compensation clients
build internal working relationships with Fidelity personnel in support of service delivery
has overall accountability for the relationship of a book of institutional equity compensation plan clients
cultivate relationships with key decision makers
guide service teams towards high client satisfaction
drive operational effectiveness and plan profitability
grow client relationships through value-driven cross selling initiatives
strategically position Fidelity's products and services
lead client profitability through periodic evaluations of key revenue and expense metrics
develop a strategy and negotiate contract renewals either proactively or through formal rebid activities
develop programs to increase households and conversions
facilitate continued advanced education and communication for participants and clients
provide each client with a formal plan review while addressing client needs and opportunities for enhanced service
support client needs to facilitate corporate actions like mergers, acquisitions, splits, divestitures, spin-offs and other major corporate activities

Requirements

What you’ll need

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, along with well-developed communication, project management, consulting, and leadership skills.
Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues.
Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.
Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization.
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.
Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities.
Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success.
Organization and time-management skills and attention to detail.
Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.
Shown problem-solving skills.
Effective presentation skills, influence, and negotiation skills.
High emotional intelligence and interest in other human beings.
Desire to roll your sleeves up and work with and for your teammates – Servant Leadership.
Self-awareness and shown history of self-improvement.
Analytical and critical thinking skills.

Benefits

Comp & perks

comprehensive health care coverage
emotional well-being support
market-leading retirement
generous paid time off
parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career