Account Manager Team Leader at HFM delivering strategic support and management in financial markets. Leading a team to ensure client satisfaction and team performance across a dynamic environment.
SF
Hybrid VP, Managing Director, 401K Relationship Manager
Posted 3 months ago
About the role
- Vice President, Managing Director responsible for client relationships and consultative solutions within Fidelity’s institutional clients. Leading internal teams to enhance benefits programs and client satisfaction.
Responsibilities
- Responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C-suite executives
- Lead and collaborate with an internal team of service-based associates and business partners
- Help clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing
- Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions
Requirements
- 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
- Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
- Require associate in this role to hold Series 7 & 63 licenses
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible working arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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