Hybrid Director, Managing Director – 401K Relationship Manager

at skillventory - A Leading Talent Research Firm

• Job title: Director, Managing Director – 401K Relationship Manager
• Job type: Full Time
• Experience level: Lead
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Westlake, United States

About the role

• Managing Director overseeing defined contribution client relations at Fidelity. Building relationships and ensuring client satisfaction while leading strategic planning and investment discussions.

Responsibilities

• The Managing Director (MD) is entrusted with a book of business of defined contribution
• The Managing Director is the primary contact for the client and works in a team structure
• Managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors
• Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship
• Acts as the client’s 'trusted advisor'
• Identifying key drivers and maintains consistent formal/informal contact with key client decision makers
• Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity

Requirements

• College degree preferred or equivalent work-related experience
• Series 7 & 63 required
• 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
• Your retirement plan record keeping and administration experience
• Your relationship management experience
• You have excellent verbal and written communication skills
• Your excellent organization and time management skills and attention to detail
• You have demonstrated problem-solving skills
• Your effective presentation skills, influence and negotiation skills

Benefits

• Health insurance
• 401(k) matching
• Flexible working hours
• Paid time off