Founded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Vice President, Managing Director - Stock Plan Services
Location
United States
Posted
6 days ago
Salary
$118K - $226K / year
Seniority
Lead
No structured requirement data.
Job Description
Vice President, Managing Director - Stock Plan Services
Fidelity Investments
Role Description In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! - The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. - Passionate about cultivating relationships with key decision makers. - Guiding service teams towards high client satisfaction. - Driving operational effectiveness and plan profitability. - Growing client relationships through value-driven cross selling initiatives. - Strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. - Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. - Supervising client satisfaction and facilitating the timely resolution of client issues. - Leading client profitability through periodic evaluations of key revenue and expense metrics. - Developing a strategy and negotiating contract renewals. - Working with business partners to develop programs to increase households and conversions. - Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service. - Procuring a detailed understanding of all types of equity compensation plans. - Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, and spin-offs. Qualifications - College degree preferred or equivalent work-related experience. - Ability to acquire Series 7 & 63/65 within the first three months of employment. - 10+ years of Relationship Management or Client Service experience, preferably within Equity Compensation/Retirement/401K industry. - Transparent and credible presence in the Equity Compensation industry; Certified Equity Professional designation is helpful. - Strategic perspective on comprehensive employee benefit solutions for large corporations. - Well-developed communication, project management, consulting, and leadership skills. - Ability to work in a matrix management environment. - Develop and maintain strong client relationships across multiple client constituencies. - Provide focused leadership, motivation, and support for client service team members. - Dedication to customer satisfaction and outstanding sense of urgency. - Organization and time-management skills and attention to detail. - Shown problem-solving skills. - Effective presentation, influence, and negotiation skills. - High emotional intelligence and interest in other human beings. - Desire to work collaboratively with teammates – Servant Leadership. - Self-awareness and shown history of self-improvement. - Analytical and critical thinking skills. Benefits - Comprehensive health care coverage and emotional well-being support. - Market-leading retirement plans. - Generous paid time off and parental leave. - Charitable giving employee match program. - Educational assistance including student loan repayment and tuition reimbursement. - Learning resources to develop your career. Company Description As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services & Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.
Related Guides
Related Categories
Related Job Pages
More Director Jobs
Role Description Your work will change lives. Including your own. The Impact You’ll Make: Recursion is at the forefront of reimagining drug discovery and development through broadening the funnel of potential targets, using technology and standardization to build connected data, and superlinearly scaling our efforts to accelerate the delivery of high-potential drug candidates to the clinic. We are seeking a Director of Regulatory Affairs who will play a critical role in supporting global regulatory strategy, overseeing processes, and identifying and managing regulatory risks for the assigned programs. - Build intra- and inter-team relationships and collaborate in a global team environment at all levels of the organization to ensure management of regulatory strategy and activities in all applicable regulatory jurisdictions (e.g. EU, US, UK) for the global development of products through all stages of development and post-approval. - Participate in global product team meetings; provide regulatory support and guidance and manage day-to-day regulatory activities. - Manage complex issues and coordinate multiple projects simultaneously in a time-sensitive fashion while practicing sound judgment as it relates to risk assessment. - Create and follow procedures for regulatory execution and implementation of regulatory strategies while actively supporting program leads via the Clinical Study Teams (CSTs) to deliver on business objectives for assigned products/programs. - Create, collaborate and comply with disclosure and transparency policies for applicable jurisdictions. - Collaborate with strategic operations and other functions (e.g. Clinical, Commercial, Medical Affairs, amongst others) to provide regional regulatory insight for futuristic planning and considerations for the program. - Serve, as needed, as the point of contact with relevant Health Authorities and/or lead interactions with such authorities or other relevant external stakeholders. - Review and interpret regulatory guidelines and create a communication plan to distribute relevant impact assessment. - Creatively think outside the box on how to influence and shape the future of regulatory sciences as it relates to use and validation of unprecedented use of technology to develop drugs effectively for faster paths to patients. - Keep current with regulations and guidance documents; attend meetings, seminars, conferences on relevant topics; read journals, newsletters, scientific papers; research the answers to RA questions. - Represent regulatory function and demonstrate respectful behavior, leadership, ethics and transparency. Qualifications - A minimum of 10 years in the pharmaceutical industry with a minimum of 8 years in Global Regulatory Affairs. - Experience with major Health Authorities (US FDA, Health Canada, UK MHRA and EMA) is mandatory. - Oncology, rare disease, and I&I experience is good to have. - Minimum of 8 years experience with regulatory submissions (e.g. INDs, NDAs, post marketing measures, PIPs, ODD, BTD, EU PRIME activities) are mandatory. - Strong understanding of regulatory strategy and implementation of operational activities. - Outstanding management, interpersonal, communication, negotiation, and problem-solving skills. - Demonstrated proficiency in organizational awareness, including experience working cross-functionally and on global teams. Requirements - This role is remote-friendly, with most work conducted from home. - There may be occasional opportunities or expectations for travel to our Salt Lake City headquarters or other office locations. Benefits - Estimated annual base salary range for New York City, Boston, & San Francisco Bay Area(s): $228,250–$280,720. - Estimated annual base salary range for Salt Lake City & all other U.S. locations: $207,500–$255,200. - This role is eligible for an annual bonus, equity compensation, and a comprehensive benefits package. Company Description Recursion (NASDAQ: RXRX) is a clinical-stage TechBio company decoding biology to radically improve lives. Recursion is advancing a portfolio of differentiated investigational medicines across its wholly owned and partnered pipeline in oncology, rare disease, neuroscience, immunology, and other therapeutic areas with significant unmet need. Enabling its mission is the Recursion OS, an AI-native, end-to-end drug discovery and development platform integrating biology, chemistry, and clinical development into a unified intelligence system. Recursion’s platform infrastructure is anchored in Salt Lake City, Utah and Milton Park, Oxfordshire, where its automated biology and chemistry laboratories generate proprietary data at industrial scale. Recursion also maintains offices in New York, Montréal, and London, three global hubs for talent and leadership at the intersection of AI and scientific innovation.
• Execute/direct/oversee data analyses, initiate interpretations and conclusions, and oversee verbal and graphic presentations, using methods that are professionally sound and efficient relative to project objectives and conform to standards. • Perform quality assurance on project deliverables. • Assist in determining client needs by effectively leading client interviews and utilizing various tools and analytical methods. • Summarize analytical findings in a coherent manner and draws insight from observations, interviews and data analyses. • Develop accurate conclusions from findings. • Drafts recommendations and potential solutions for team leadership review. • Develops final recommendations and solutions for client review. • Effectively execute on project plans in accordance with engagement statements of work and to client satisfaction. • Guide team in developing presentations and deliverables for client audiences that communicate strategy and outcomes. • Generate billings revenue by leading the engagements in the project delivery. • Guide and lead project management related activities for assigned projects. • Manage the budget and expenses for their assigned projects and manage project profitability. • Manage staff assigned to their projects including providing mentoring and education for staff. • Participate in risk and issue identification and mitigation along with the project leadership team. • Identify opportunities for add on sales and communicate those to engagement leadership and participate in activities to aid in closing those opportunities. • Advise on the clinical operations of the outpatient infusion center, including infusion protocols, patient throughput, and access optimization for those in need. • Ensure continuous implementation of best practices and new infusion protocols in line with advances in medical care. • Support and advise on electronic health system updates, order sets, site of care policies, revenue cycle prior authorization automation and improvements in workflow and patient access. • Fosters a collaborative, multidisciplinary environment between infusion services, home care, and other stakeholders.
Director, Retirement Benefits
First AmericanFirst American is on a mission to deliver a variety of real estate-focused services and solutions. As an employer, First American has been recognized for its ex
• Develop and execute the long-term strategy for the Company's retirement and financial wellness programs. • Evaluate and recommend plan design enhancements that support employee attraction, retention, engagement, and retirement readiness. • Benchmark retirement programs against market practices and emerging industry trends. • Lead analysis of retirement program effectiveness, participation rates, savings outcomes, income replacement, and utilization metrics. • Develop business cases and recommendations for executive leadership and governance committees. • Lead and develop retirement benefits team members, as applicable. • Collaborate with Compensation, Payroll, Finance, Legal, Internal Audit, and Communications teams. • Present recommendations and updates to senior leadership and governance committees. • Serve as a key member and advisor to the Administrative Benefits Plan Committee and other fiduciary governance bodies. • Partner with investment consultants and advisors to monitor investment performance and plan fund lineups. • Oversee administration of the company’s 401(k) plans and ensure accurate and timely plan operations. • Manage plan amendments, restatements, participant communications, and operational changes. • Ensure compliance with ERISA, Internal Revenue Code, SECURE Act and related legislation, DOL regulations, IRS requirements. • Lead relationships with retirement recordkeepers, trustees, custodians, investment consultants, auditors, actuaries, and other service providers. • Manage retirement program budgets and administrative expenses. Analyze plan costs, fee structures, investment expenses, and utilization trends. • Develop retirement education and financial wellness strategies. Partner with vendors to deliver effective participant communication campaigns.
• Supports the growth of our in-plan Advisor Managed Account program across all retirement Institutional markets in partnership with business segment leads. • Manages the relationship with Registered Investment Advisors (RIAs) and drives the strategy, implementation and ongoing management of the Advisor Managed Account program by deepening relationships with RIAs and driving plan sponsor and participant adoption and satisfaction through exceptional delivery of advice and guidance. • Cultivate relationships with RIAs and help grow their in-plan advisory business with Voya. • Identify business opportunities to leverage Voya's Advisor Managed Account capabilities, including Private Asset investment, to drive value for the RIAs and their clients on Voya's platform. • Deepen relationships with RIAs through regular meetings, reporting, and delivering on commitments. • Provide feedback and drive program enhancements that make it easy to do business with Voya. • Solicit feedback from key stakeholders including sales, relationship management, product management, marketing, qualified plan business partners, independent broker-dealer reps, investment advisor representatives, vendors and the internal departments that support the investment advisory platforms. • Be a student of the retirement advisory space by staying abreast of all advisory industry product and regulatory changes. • Work with compliance, product management, risk management, distribution and operations management to ensure compliance with policies and procedures, and timely issue resolution of any incident tickets. • Anticipate future changes including those that may affect customers' expectations of investment advisory products and services, technological development, changing customer segments, and evolving regulatory requirements.




