Managing Director- 401K Relationship Manager

Job description

Job Description: Job Title : Managing Director- 401K Relationship Manager Note: Fidelity will not provide immigration sponsorship for this position The Role: The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors. The Expertise and Skills You Bring College degree preferred or equivalent work-related experience. Series 7 & 63 required. 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry. Your retirement plan record keeping and administration experience. Your relationship management experience. Your excellent organization and time management skills and attention to detail. Your effective presentation skills, influence and negotiation skills. Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships. Building strong partnerships based on shared commitmen...