
Fidelity Investments
Remote Jobs
Founded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
107 Jobs
VP of Business Development - Private Shares
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description This is a remote role for candidates located in San Francisco, CA. Fidelity Private Shares is growing, and we’re seeking a VP, Private Market Business Development to play a critical role in driving new business growth within the startup ecosystem. This role is responsible for building and activating founder pipelines — turning ecosystem relationships into real sales opportunities for Fidelity Private Shares. Our team supports the innovation economy through a modern equity administration platform, delivering solutions that serve companies, their employees, and partners throughout the corporate lifecycle. This role is central to expanding our presence in the private market by sourcing, cultivating, and converting early-stage companies into clients of Fidelity Private Shares. This is not a traditional partnerships' role — it is a market-facing, deal-driving position. You will be responsible for encouraging and activating founder pipelines by embedding yourself in the startup community and building positive relationships with key ecosystem partners. Success in this role requires being highly visible in your market and proactively creating opportunities for our sales team by: - Generating deal flow by engaging directly with founders and startup operators to drive curiosity about Fidelity Private Shares - Building deep, positive relationships with centers of influence (venture capital firms, law firms, accelerators, incubators, and other startup hubs) - Partnering with local ecosystem leaders to coordinate and host events, roundtables, and curated founder experiences (e.g., dinners, lunches, panels) that build significant engagement with prospective clients - Acting as a connector across your market — finding opportunities to bring founders, partners, and Fidelity together - Activating partnerships into tangible pipeline by converting relationships and events into qualified sales opportunities - Developing repeatable strategies to scale founder engagement and pipeline generation across your region - Representing Fidelity as an inspiring leader in the startup and venture community - Collaborating closely with Sales, Marketing, Customer Success, and Product teams to align on messaging and convert opportunities into clients Qualifications - Bachelors or equivalent with 15+ years of proven experience in Business Development, Partnerships, or Sales roles focused on ecosystem building, community engagement, or pipeline generation - Proven track record to source and develop new business opportunities through relationships and community presence - Strong networking, presentation, and communication skills — with the ability to engage founders and senior partners - Experience hosting or organizing events that drive significant business outcomes - Understanding of SaaS business models and the venture/startup ecosystem - Track record of building new markets, expanding networks, and converting relationships into revenue opportunities - Existing relationships within venture capital firms, law firms, or startup communities strongly preferred Requirements - Own and grow your market by driving qualified pipeline and new client acquisition - Build and implement a local ecosystem engagement strategy focused on founder acquisition - Lead event strategy in your region, including both hosting and participating in high-impact community events (approximately 25% travel) - Build and manage relationships with venture firms, law firms, accelerators, and innovation hubs that can consistently generate founder introductions - Translate market insights and community feedback into actionable strategies for internal teams - Partner with business development peers to scale standard processes across markets Benefits - Comprehensive health care coverage and emotional well-being support - Market-leading retirement - Generous paid time off and parental leave - Charitable giving employee match program - Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Vice President & Actuary
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description As a Senior Consulting Actuary, you will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: - Overall strategy development - Plan design - Reporting - Vendor management and selection - Pricing - Employee contribution settings and/or retiree health care solutions You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team and will co-lead the development & maintenance of actuarial models and standards, and ensure team compliance. Specific internal and external responsibilities include: - Lead the development and presentation of strategic recommendations to clients on an annual basis - Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems - Provide overall accountability to our clients for our analytical and actuarial deliverables - Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other financial support - Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings - Develop and present webinars, and other marketing efforts, focused on actuarial insights of interest to current and prospective clients - Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery - Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice - Co-lead the development & maintenance of actuarial tools and standards required to support our clients’ ongoing H&W needs - Interact with our clients’ Accounting and Finance Teams, as needed, to include meeting with clients’ outside auditors when requested Qualifications - Actuarial credentials required, FSA strongly preferred - Minimum 15 years of proven experience in working with financials and strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm - Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services - Experience engaging all available resources to address client problems (resourceful & scrappy) - Strong client relationship management skills, including excellent communication and responsiveness - Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders - Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc. - Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates) Benefits - Comprehensive health care coverage and emotional well-being support - Market-leading retirement - Generous paid time off and parental leave - Charitable giving employee match program - Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career Company Description The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000.
Vice President, Fidelity Workplace Consulting - Health & Welfare
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences: - We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. We provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success. - All members of this team collaborate on a day-to-day basis, giving everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting. - We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. We provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. You will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: - Overall strategy development - Plan design - Reporting - Vendor management and selection - Pricing - Employee contribution settings and/or retiree health care solutions You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team. Specific internal and external responsibilities include: - Lead the development and presentation of strategic recommendations to clients on an annual basis. - Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems. - Provide overall accountability to our clients for our strategic, analytical and financial deliverables. - Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support. - Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings. - Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients. - Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery. - Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice. Qualifications - Minimum 15 years of proven experience in working with strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm. - Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services. - Experience engaging all available resources to address client problems (resourceful & scrappy). - Strong client relationship management skills, including excellent communication and responsiveness. - Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders. - Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc. - Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service. Benefits - Comprehensive health care coverage and emotional well-being support. - Market-leading retirement. - Generous paid time off and parental leave. - Charitable giving employee match program. - Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Company Description The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. The base salary range for this position is $130,000-$264,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
Workplace Planning Consultant I
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
• Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy • Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs • Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan • Leverage guidance offering and appropriate tools to assist customers with their retirement readiness • Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets • Understanding and articulating Fidelity Viewpoints to provide general education to clients • Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate
Workplace Planning Consultant I
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions. Qualifications - FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire - 2+ years of experience in a customer service or sales role preferred - Knowledge of tax exempt retirement products and services highly desirable - Previous phone center experience preferred - Demonstrated ability to deliver exceptional customer results Requirements - Your comprehensive understanding of the current market, economy, & economic trends - Your robust consultative, influencing and communication skills - Proven capability to be proactive and demonstrate initiative - Strong time management and prioritization skills - Your receptiveness to feedback and willingness to adapt to change Benefits - Comprehensive health care coverage and emotional well-being support - Market-leading retirement - Generous paid time off and parental leave - Charitable giving employee match program - Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career Company Description Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Education Consultant I
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Title: Education Consultant I - Missouri (St. Louis OR Kansas City) Location: Work From Home time type Full time job requisition id 2127293 Job Description: Candidate must be reside in the state of Missouri (specifically St. Louis OR Kansas City) in order to service local clients in person. Education Consultant I The Role As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. As a professional presenter, you will inspire Plan Sponsors and Participants daily to introduce and educate them to the Retirement Readiness services that Fidelity provides. In addition to 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings, you will also collaborate with key business partners, both internal and external, to ensure that webinars and workshops are prepared for a successful plan sponsor and participant experience. The ability to triage stated and unstated needs in 1:1 appointments with participants and being able to refer to the appropriate group for a solution, will also be important. Flexibility in your travel is key. Plan Sponsor requests and needs may require workshops and webinars outside of standard business hours. An understanding of administrative tasks required for the role, such as, booking travel through Concur and knowledge of the travel & expense policy. Joining Workplace Education, Planning and advice means that you will: - UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors - GROW in your skills to deliver more, world-class planning and education experiences for our participants - WIN on behalf of our clients, our participants and Fidelity! The Expertise and Skills You Bring - Bachelor’s degree preferred and least 3 years of financial services experience - Series 7 and 66 required (or S63/S65) required prior to hire - Customer facing experience - Demonstrated familiarity with Financial Planning Concepts - Presentation experience preferred - Demonstrated ability to independently problem solve/prepare for new challenges - Willingness to build professional, persuasive presentations with a clear call to action - Ability to achieve proficiency in fundamental workshop topics across Corporate & TEM - Ability to conduct onsite & virtual workshops (75% travel) - Bi-lingual/multi-language speaker a plus Note: Fidelity is not providing immigration sponsorship for this position. The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life Salary Grade: 6 The base salary range for this position is - per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Communication
Director, Real Estate Originations
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description We are hiring for an originator based in the Western U.S. to support our growing pipeline in that region. Reporting to the Managing Director of Research, the originator will have direct responsibility for sourcing and executing on high yielding loans secured by commercial real estate. Primary responsibilities include: - Sourcing, underwriting, and negotiating subordinate debt. - Prior experience in all facets of commercial real estate lending including upfront collateral analysis, loan structuring and closing, and ongoing asset management. - Familiarity with all the major real estate asset classes is preferred. - Deep understanding of structured finance transactions, specifically mezzanine loan and preferred equity structures and the related documentation. Qualifications - 7+ years of relevant real estate investment experience, including at least 4 years of real estate loan origination experience. - Strong origination partner and deal sponsor relationships. - Excellent written and verbal communication skills. - Strong financial analytical skills. - Comfortable collaborating within a team, but also able to work independently and drive new lending opportunities. - Strong work ethic and ability to meet time sensitive deadlines. - Willingness to travel. Requirements - Note: Fidelity is not providing immigration sponsorship for this position. - The base salary range for this position is $100,000 - $200,000 per year. - Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. - Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. Benefits - Comprehensive health care coverage and emotional well-being support. - Market-leading retirement. - Generous paid time off and parental leave. - Charitable giving employee match program. - Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Director of Software Engineering
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description As the Director of Software Engineering, you will be responsible for a portfolio of applications and engineering associates assigned to the Core Custody Institutional team. This is an engineering manager role where you will work very closely with product owners, architects, and engineering teams to deliver high quality cloud-based technology solutions to meet business requirements. You will maintain a strong team of high performers and invest in their career growth. Additionally, with the help of the technical lead on your team, you will ensure that modern software development best practices are followed. Qualifications - Bachelor's degree in computer science or related field required - 10+ years of software engineering experience in building web applications that are scalable, resilient and secure - 6+ years of experience directly managing a team of software engineers - Experience in hiring, motivating and retaining top talent - Experience in managing associates in remote locations - Software engineering background in frontend and backend services development - An understanding of microservice architecture and cloud-based deployments - Experience in modern software development practices such as infrastructure-as-code, test automation, CI/CD and containerization - Strong background in managing software delivery for mission critical applications - Strong analytical, communication, and organizational skills and the ability to handle multiple tasks at a given time - Collaborating with stakeholders to understand business requirements and deliver solutions that exceed customer expectations - Promoting engineering best practices, architectural standards and consistency - Exceptional mentoring and coaching skills, and a commitment to continuous learning and improvement. Company Description Fidelity Digital Assets℠ Services, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets adopts an entrepreneurial culture and startup approach while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
Education Consultant I
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Title: Education Consultant I - Detroit, MI Location: Detroit, MI Job Description: Full time job requisition id 2127768 Job Description: Candidate must be reside in the Greater Detroit, MI area in order to service local clients in person. Education Consultant I The Role As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. As a professional presenter, you will inspire Plan Sponsors and Participants daily to introduce and educate them to the Retirement Readiness services that Fidelity provides. In addition to 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings, you will also collaborate with key business partners, both internal and external, to ensure that webinars and workshops are prepared for a successful plan sponsor and participant experience. The ability to triage stated and unstated needs in 1:1 appointments with participants and being able to refer to the appropriate group for a solution, will also be important. Flexibility in your travel is key. Plan Sponsor requests and needs may require workshops and webinars outside of standard business hours. An understanding of administrative tasks required for the role, such as, booking travel through Concur and knowledge of the travel & expense policy. Joining Workplace Education, Planning and advice means that you will: - UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors - GROW in your skills to deliver more, world-class planning and education experiences for our participants - WIN on behalf of our clients, our participants and Fidelity! The Expertise and Skills You Bring - Bachelor’s degree preferred and least 3 years of financial services experience - Series 7 and 66 required (or S63/S65) required prior to hire - Customer facing experience - Demonstrated familiarity with Financial Planning Concepts - Presentation experience preferred - Demonstrated ability to independently problem solve/prepare for new challenges - Willingness to build professional, persuasive presentations with a clear call to action - Ability to achieve proficiency in fundamental workshop topics across Corporate & TEM - Ability to conduct onsite & virtual workshops (75% travel) - Bi-lingual/multi-language speaker a plus Note: Fidelity is not providing immigration sponsorship for this position. The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life Salary Grade: 6 The base salary range for this position is - per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Communication
Vice President, Managing Director
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description As a Vice President, Managing Director in Select Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C-suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing. Qualifications - Require associate in this role to hold Series 7 and 63 licenses - Prefer associates to have 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 Requirements - Building positive client relationships based on shared dedication to mutual goals. - Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. - Acting as the client’s trusted advisor. - Identifying and maintaining consistent formal/informal contact with key client decision makers. - Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities. - Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness. - Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. - Appropriately positioning products and solutions that will help the client achieve their overall benefits goals. - Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. - Consulting with clients on qualified and potentially non-qualified plan design alternatives. - Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc. - In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors. - Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. - Leading internal team in problem resolution. - Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business. - Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving. - Differentiates Fidelity's benefits approach against competitive benefit solutions. - Proactively leads pricing and fees discussions using more sophisticated pricing levers. - Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business. - Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests. - Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts. - Provides analysis and advice to resolve the needs of internal/external customers. - Handles difficult client interactions and solves sophisticated book of business/client challenges. - Solves issues and leads customer concerns appropriately. - Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position. Benefits - Comprehensive health care coverage and emotional well-being support - Market-leading retirement - Generous paid time off and parental leave - Charitable giving employee match program - Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career Company Description Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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