Account Manager responsible for school transportation services, developing client relationships and ensuring service delivery across the West region. Requires account management experience and familiarity with school operations.
SF
Hybrid Managing Director – 401K Relationship Manager
Posted 4 months ago
About the role
- Managing Director for 401K Relationship Management with Fidelity Investments. Develop positive institutional client relationships and ensure service delivery with financial advisors and internal teams.
Responsibilities
- Develop positive relationships with institutional clients
- Build internal working relationships with Fidelity personnel
- Primary contact for the client in a team structure
- Lead, educate, and resolve client issues
- Verify client agreement and develop solutions
- Facilitate discussions regarding legal, regulatory and design issues
- Assist Plan Sponsors with plan corrections and operational defects.
Requirements
- 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry
- Series 7 and 63 within the first 3 months
- Retirement plan record keeping and administration experience.
- Your relationship management experience.
- 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
- Flexible working hours
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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