Revenue Customer Success Manager driving retention, growth, and long - term value for customer accounts. Building relationships and aligning platform to customer business objectives.
SF
Hybrid VP, Managing Director – 401K Relationship Manager
Posted 4 months ago
About the role
- Vice President, Managing Director responsible for relationship management and client services at Fidelity Investments. Collaborating with teams to enhance institutional client benefit programs and services.
Responsibilities
- Building and maintaining relationships with key decision makers at institutional clients
- Collaborating with internal teams and Plan Sponsor contacts to solve client problems
- Leading internal teams in planning and service review meetings
Requirements
- 8+ years of Relationship Management or Client Service experience
- Series 7 & 63 licenses required
- Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration preferred
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Paid time off
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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