Director, Campus Relationship & Engagement Lead - REMOTE - East Coast
Job Description:
The Role
The Campus Relationship & Engagement Lead is the primary contact for clients across a number of universities who are working with Fidelity to provide financial education, resources and digital tools to their students (Fidelity Financial Forward for Universities). The Director responsible establishing relationships with these clients, addressing any questions or concerns, and sharing their feedback with internal partners. Working together, this role will develop strategies & deliver effective multi-channel programs that lead to utilization of the offering and meet the goals of both the client and Fidelity. This position will requires 35% national travel and someone who is comfortable working independently from a home-based office. #REMOTE
The Expertise and Skills You Bring
- Bachelors Degree with 12 years Financial Services experience and at least 3 years of client facing experience working directly with universities.
- FINRA Series 7 & 63 licenses highly preferred upfront or ability to obtain within 90 days of hire.
- Works directly with Tax-Exempt Plan Sponsors and Participants is a plus.
- Partners with higher education athletics and administration to tailor engagement strategies
- Develops marketing strategy and leading end-to-end multi-channel program execution.
- Engages in productive collaboration with teammates on ideation, development, and execution of new strategies; contributing to bodies of work that evolve based on findings and different client environments.
- Engages key decision makers and senior level leaders on campus frequently to develop a deeper understanding of client needs and opportunities.
- Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction as well as drive student engagement.
- Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction and student engagement within a book of business.
- Takes responsibility for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help drive student engagement in the offering.
- Demonstrates strong organization, time management balancing multiple clients, attention to detail, problem - solving, presentation and written communication skills.
- Analyzes data to assess program effectiveness and identify improvement opportunities
- Coordinates internal & external resources to implement committed marketing & communications results.
- Shares program performance reporting with clients and use as an input to identify ways to continually improve student engagement in the program and business outcomes.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
TEM ( Tax -Exempt Market) provides retirement plan services to benefits leaders and their employees at not-for-profit organizations (i.e., healthcare systems, colleges & universities). Our dedicated business unit includes client-facing associates (i.e., relationship managers, communications consultants, financial planners), an analytics team and product developer.
The base salary range for this position is $90,000-$204,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.