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<h3>Job Description:</h3><p>The SVP, Managing Director (MD) is entrusted with a client book of business including some or all defined contribution (401k), defined benefit (pension), health/welfare administration, and other related products and services. Primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of Plan Sponsors and other Employee Benefits leader contacts. Focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Ensure client happiness by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><p><strong>The Expertise and Skills You Have</strong></p><ul><li>College degree preferred and/or equivalent work-related experience.</li><li>Series 7 &amp; 63 must be obtained post hire.</li><li>10+ years of benefits outsourcing relationship management or client service experience; preferably within 401(k) &amp; non- qualified plan administration, Pension administration, Equity Plan services, Health/Welfare administration, and more.</li><li>Validated relationship management experience: you have excellent verbal and written communication skills.</li><li>Possess excellent organization, time leadership skills, and attention to detail.</li><li>Tried problem-solving skills in sophisticated situations.</li><li>Effective presentation skills, influence and negotiation skills, and ability to deliver solutions to a variety of audiences &amp; levels is key.</li><li>Developing, leading and maintaining strong client relationships, including at senior/executive levels.</li><li>Building positive relationships based on shared dedication to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the overall client relationship. Acts as the client’s 'trusted advisor'.</li><li>Builds client relationship to the highest level of decision makers.</li><li>Plans and conducts effective in-person and/or virtual meetings.</li><li>Makes detailed plans and preparations for client meetings.</li><li>Accurately plans, influences, and implements Fidelity solutions to address a client’s needs.</li><li>Differentiates Fidelity's benefits offerings against a competitive benefit solution(s).</li><li>Facilitates discussions with clients regarding legal, regulatory and design issues across the plan(s) and relationship.</li><li>Coordinates internal resources to provide analysis and recommendations to clients on a variety of alternatives, including design, product development, etc</li><li>Identifies key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Works closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Owns the client relationships for which they are accountable, which includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for a Book of Business with supporting functions (various extended service team members) providing outcomes as a collective service team in support of the client and their employees.</li><li>Building and developing strong internal working relationships with Fidelity personnel in support of superior service delivery.</li></ul><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p><p>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.</p>

Fidelity Investments

SVP Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:</h3><h3>Henderson</h3><h3>High Net Worth Representative</h3><p>We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Phoenix Metro area! While you will work from home, you must reside near the Greater Phoenix area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.</p><h3>The Purpose of Your Role</h3><p>As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.</p><h3>The Value You Deliver</h3><ul><li><p>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,</p></li><li><p>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li></ul><h3>The Expertise We’re Looking For</h3><ul><li><p>Series 7 required</p></li><li><p>Series 63 preferred (paid training &amp; support provided)</p></li><li><p>2-3 years of previous experience working in the financial services industry</p></li><li><p>Strong technological savvy and comfort with learning how to use new tools</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a broad-based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Ability to effectively influence others and use consultative skills to enrich the customer experience</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.</p><p><strong>Learn More:</strong> <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a></p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales<p>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.</p>

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