SVP, Managing Director-401K Relationship Manager

Fidelity

3 months ago

4.4 on Glassdoor

California

Hybrid

Full Time

Executive

0 applicants

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About this role

An SVP, Managing Director responsible for a book of business covering retirement and employee benefits products (defined contribution, defined benefit, health/welfare and related services). Serves as a senior client-facing, consultative advisor who ensures client satisfaction and acts as the primary strategic contact across a team-based service model. The role may be located remotely in select regions and is part of the Relationship Management function.

Skills

Qualifications

College DegreeSeries 7 (post-hire)Series 63 (post-hire)

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.