VP, Managing Director- 401K Relationship Manager

Fidelity(13 days ago)

HybridFull TimeSenior$103,819 - $139,751 (estimated)Relationship Management

About this role

The VP, Managing Director- 401K Relationship Manager at Fidelity is responsible for managing a portfolio of defined contribution plans and fostering strong relationships with institutional clients and advisors. The role involves providing consulting, plan design, investment analysis, and operational support, with a focus on delivering exceptional customer service in the retirement industry.

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Required Skills

relationship Management
Client Service
Retirement Planning
Plan Design
Investment Analysis
Customer Service
Problem Solving
Communication
Public Speaking
Consulting

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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