Job Description:

Job Description

In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.

POSITION MAY BE LOCATED UPPER MIDWEST/REMOTE/WORK FROM HOME

The Expertise We’re Looking For

We require associate in this role to hold Series 7 & 63 licenses.

We prefer associates to have 3-5+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.

The Purpose of Your Role

 The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of Plan Sponsors.

The Skills You Bring

Your retirement plan record keeping and administration experience.

Your relationship management experience.

You have excellent verbal and written communication skills.

Your excellent organization and time leadership skills and attention to detail.

You have shown problem-solving skills.

Your effective presentation skills, influence and negotiation skills.

The Value You Deliver

Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships.

We are responsible for building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s “trusted advisor”.

Building client relationship to the highest level of decision makers.

Planning and conducting effective in-person and/or phone meetings.

Makes detailed plans and preparations for client meetings.

Accurately planning, influencing, and implementing Fidelity solutions to address needs.

Differentiating Fidelity's benefits approach against competitive benefit solutions.

Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.

Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.

Responsible for analyzing investment architecture and providing appropriate alternatives.

Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.

Actively facilitating Investment Review meetings.

Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity.

Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.

This includes problem resolution on behalf of clients to produce a satisfactory outcome.

Considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.

Building and developing strong working relationships.

How Your Work Impacts the Organization

Focusing on understanding and responding to clients. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in crafting and encouraging a work environment that attracts the best talent and reflects our dedication to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.