skillventory - A Leading Talent Research Firm

• drive adoption of Workplace Giving solutions through consultative engagement with plan sponsors, advisors, and internal partners • partner with employers to design and implement philanthropic programs that enhance employee engagement and maximize charitable impact • position the value of Fidelity’s integrated philanthropic solutions—including giving, matching, volunteering, and donor-advised fund capabilities • build and execute territory plans, develop a strong pipeline, and contribute to overall sales growth • leverage market insights and client feedback to strengthen positioning and generate demand • demonstrate disciplined execution through strong preparation, follow-up, and relationship management • collaborate with Fidelity Charitable® and Fidelity Philanthropic Consulting to deliver a comprehensive, integrated solution that streamlines giving and improves impact

• Provide dedicated coverage and relationship management for TPAs firms in the East sales region. • Educate and support TPA firms as we further collaborate with TPAs for solutions with Fidelity’s products. • Collaborate with service teams to drive retention and growth across Core Market. • Contribute to the evolution of our TPA program by identifying opportunities for efficiency, deeper collaboration, and scalable success.

• Provisioning, maintaining, and enhancing CICS transaction server infrastructures on z/OS platforms • Designing, implementing, and maintaining technical infrastructures while providing technical direction and leadership to the team and business partners • Advising management and peers on technical strategy and solutions • Working across groups to identify opportunities for organization-wide technology initiatives

• Facilitate high-quality 1:1 meetings with retirement plan participants • Provide basic plan overviews and more complex income planning and portfolio reviews • Understand the client’s unique financial situation and provide personalized solutions • Partner with the team to deliver high levels of customer satisfaction and grow business

• 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 • 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 • 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 • 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

• Help customers feel more confident, make clearer decisions, and achieve their own financial dreams. • Assist with a broad range of needs including answering questions about 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. • Learn about the financial services industry, develop your skills, and gain new experiences. • Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. • Continue taking customer calls to develop and hone your skills. • Participate in team activities and get well-being support.

• Assist customers with questions about their 401k account balance • Help customers make withdrawals, loans, account maintenance • Provide education or resources related to financial services industry

• Consulting on a wide range of Fidelity products, investment perspectives, and financial markets • Collaborating with Internal partners and Specialists • Engaging in face-to-face interactions with clients

• Develop positive relationships with Equity Compensation clients • Build internal working relationships with Fidelity personnel in support of service delivery • Supervise client satisfaction and facilitate the timely resolution of client issues • Lead client profitability through evaluations of key revenue and expense metrics • Negotiate contract renewals and collaborate with business partners • Develop programs to increase households and conversions • Provide formal plan reviews to clients • Support client needs for corporate actions

• Cover the Central territory of a quickly growing business • Collaborate closely with existing relationships • Build own relationships with existing publicly traded companies and private companies preparing to go public • Build awareness of the value proposition with the law firms that support clients, and venture capital and private equity firms that invest in clients • Travel 40% of the time for both client facing and internal meetings