Senior leader guiding regulatory analysts in protecting investors and maintaining market integrity at Nasdaq. Overseeing compliance with listing standards and collaborating with regulatory bodies.
SF
Hybrid Vice President, Planning – Engagement
Posted 3 months ago
About the role
- Vice President partnering with Fidelity’s largest Strategic Plan Sponsors to enhance participant engagement. Developing strategies and implementing advice to improve financial wellness among plan participants.
Responsibilities
- Partner with Fidelity’s largest Strategic Plan Sponsors to develop and implement advice/guidance programs
- Consult with Plan Sponsors on Fidelity’s participant engagement solutions
- Build and implement strategies to engage participants
- Support Personalized Planning & Advice, our premium advice solution
- Drive planning & advice engagement to improve Financial Wellness and retention
Requirements
- Bachelor's degree, MBA preferred
- 10+ years in Financial Services, with solid understanding of the retirement industry
- Experience building productive client relationships in a client management or sales role
- FINRA Series 7 & 63 required
Benefits
- Hybrid work environment requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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