Support Client Director in delivery and manage team capabilities for timely execution. Collaborate internally and externally to drive innovative solutions for clients and Dentsu.
SF
Hybrid Director – Managing Director, 401K Relationship Manager
Posted 3 months ago
About the role
- Managing Director handling a book of business of 25–35 client relationships within the Retirement/401K industry. Developing relationships and ensuring service delivery at Fidelity with up to 35% travel.
Responsibilities
- Develop positive relationships with institutional clients.
- Build internal working relationships with Fidelity personnel in support of service delivery.
- Act as the primary contact for the client in a team structure.
- Lead, educate, and resolve client issues.
- Establish relationships and meet the needs of both Plan Sponsors and Advisors.
- Coordinate internal resources for analysis and recommendations on design alternatives.
- Facilitate discussions with clients regarding legal, regulatory and design issues across the plan.
Requirements
- 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.
- Acquire a Series 7 and 63 within the first 3-6 months of acquiring the position.
- Excellent verbal and written communication skills.
- Excellent organization and time leadership skills and attention to detail.
- Problem-solving skills.
- Effective presentation skills, influence and negotiation skills.
- Experience working with Financial Advisors.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Operations Manager for AWS Private Pricing Agreements in a leading technology company. Collaborating with vendors and teams to ensure operational excellence and insight reporting.
Oncology Account Manager managing territory in Nashville for GSK, building partnerships with oncology care teams and driving patient access initiatives.
Territory Manager responsible for sales and customer support in New England for Stryker's Neurovascular division. Driving market development and managing key customer relationships.
Senior Accountant & Investor Relations Manager leading financial reporting and shareholder communications. Collaborating with executives to uphold compliance and support financial performance updates.
Individual Health Account Manager at NFP managing individual client accounts and relationships with carriers. Responsible for client servicing, policy management, and effective communication.
Sales role for BD's entire product line to new and existing accounts in healthcare. Requires two to three years of outside sales experience and a bachelor's degree.
Divisional Account Manager in S&P Global Market Intelligence managing corporate client portfolios and mentoring Account Managers for revenue growth.
Employer Partnerships Lead working to develop employer networks for software engineering apprenticeships. Building, managing relationships and ensuring successful placements for apprenticeship programs.
Managing account relations for a beauty and hair - focused position at W3haus. Engaging in trends analysis, influencer marketing, and creative storytelling in the beauty sector.