Director, Managing Director- 401K Relationship Manager

Fidelity(25 days ago)

HybridFull TimeDirector$100,000 - $155,000Relationship Management

About this role

The Managing Director oversees a book of defined contribution plans comprising 30–40 client relationships with $25–$60M in assets under administration. The role serves as the primary client relationship lead, coordinating with internal Fidelity teams to support retirement plan service delivery and acting as a trusted advisor to institutional clients and advisors.

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Required Skills

Relationship Management
Client Service
Retirement Administration
Communication
Presentation
Negotiation
Problem Solving
Investment Analysis
Plan Design
Compliance

Qualifications

Series 07 - FINRA
Series 63 - FINRA

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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