SVP, Managing Director – 401K Relationship Manager

Account ManagerSalesFull TimeRemoteLeadTeam 201-500Since 2008H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

2 days ago

Salary

$160K - $185K / year

Seniority

Lead

Bachelor Degree10 yrs expEnglish

Job Description

SVP, Managing Director – 401K Relationship Manager

skillventory - A Leading Talent Research Firm

• entrusted with a client book of business including some or all defined contribution (401k), defined benefit (pension), health/welfare administration, and other related products and services • Primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of Plan Sponsors and other Employee Benefits leader contacts • Focuses on understanding and responding to client needs • In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues • Ensure client happiness by seeking feedback and anticipate issues and/or concerns to proactively provide solutions

Job Requirements

  • College degree preferred and/or equivalent work-related experience
  • Series 7 & 63 must be obtained post hire
  • 10+ years of benefits outsourcing relationship management or client service experience; preferably within 401(k) & non-qualified plan administration, Pension administration, Equity Plan services, Health/Welfare administration, and more
  • Validated relationship management experience: you have excellent verbal and written communication skills
  • Possess excellent organization, time leadership skills, and attention to detail
  • Tried problem-solving skills in sophisticated situations
  • Effective presentation skills, influence and negotiation skills, and ability to deliver solutions to a variety of audiences & levels is key
  • Developing, leading and maintaining strong client relationships, including at senior/executive levels
  • Building positive relationships based on shared dedication to mutual goals
  • Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the overall client relationship
  • Acts as the client’s 'trusted advisor'
  • Builds client relationship to the highest level of decision makers
  • Plans and conducts effective in-person and/or virtual meetings
  • Makes detailed plans and preparations for client meetings
  • Accurately plans, influences, and implements Fidelity solutions to address a client’s needs
  • Differentiates Fidelity's benefits offerings against a competitive benefit solution(s)
  • Facilitates discussions with clients regarding legal, regulatory and design issues across the plan(s) and relationship
  • Coordinates internal resources to provide analysis and recommendations to clients on a variety of alternatives, including design, product development, etc
  • Identifies key drivers and maintains consistent formal/informal contact with key client decision makers
  • Works closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity
  • Owns the client relationships for which they are accountable, which includes problem resolution on behalf of clients to produce a satisfactory outcome
  • Building and developing strong internal working relationships with Fidelity personnel in support of superior service delivery

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

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