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<h3>Job Description:</h3><p><strong>Director, Managing Director</strong></p><p>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 25 – 35 client relationships that may range $20 – 100M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.</p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position.</li><li>8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p> The Managing Director is the 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 both Plan Sponsors and Advisors. This role will require ~35% of travel.</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time leadership skills and attention to detail.</li><li>You have shown problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>You have experience working with Financial Advisors.</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</li><li>Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s 'trusted advisor' in partnership with the Plan’s Advisor.</li><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</li><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</li><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</li><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</li><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>Developing strong working relationships internally.</li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><h3>Company Overview</h3><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in crafting and encouraging a work environment that attracts the best talent and reflects our dedication to our associates. For information about working at Fidelity, visit <strong>FidelityCareers.com</strong></p><p>Fidelity Investments is an equal opportunity employer.</p><p>We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>This role is responsible for working with Fidelity’s defined contribution clients to build and maintain plan investment lineups that meet plan sponsor requirements and help plan participants reach desired retirement outcomes. While this position will be focused on clients in the East region of the U.S., there may have flexibility on location, as long as the associate resides in the Northeast region of the country. In this role, you will interface with our clients’ investment committees which include officers in Treasury, Finance (including CFOs), Legal, HR, and Corporate functions, as well as third-party advisors and consultants. The successful Investment Strategist effectively communicates investment topics and trends and helps plans sponsors make informed decisions about their retirement plan investments. The VP-level consultant will be working with some of Fidelity’s largest and most complex clients.</h3><p><strong>The Expertise You Have</strong></p><ul><li><p>Strong preference for CFA charter-holder; MBA a plus</p></li><li><p>Minimum of ten years of investment consulting/HNW/institutional advisory experience preferred</p></li><li><p>Proven track record and desire to identify and establish links with clients’ investment decision makers.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Detailed knowledge of mutual funds and other investment vehicles typically used by defined contribution plans or institutional investors.</p></li><li><p>Excellent understanding of the economy, financial markets, and their drivers.</p></li><li><p>Ability to explain the interaction of various asset classes and equity styles in particular market cycles and relate that to the performance of the funds.</p></li><li><p>Ability to establish and build relationships and been seen as a go to person for our clients’ retirement investment needs.</p></li><li><p>Excellent presentation skills and presence.</p></li></ul><p><strong>ASSOCIATE MAY BE LOCATION IN SMITHFIELD, RI OR MERRIMACK, NH REGIOANL SITES OR REMOTE IN MA, CT, ME, RI, VT, NH OR NY.</strong></p><p><strong>The Value You Deliver</strong></p><ul><li><p>Ability to build influential relationships with senior level employees of our clients and influence decisions.</p></li><li><p>Using your background on 401(k) plan menu design, you will become a trusted resource.</p></li><li><p>Position Fidelity’s products and services with our clients.</p></li></ul><p>You will help solidify our overall relationship with our clients and be seen as a key member of the service team.</p><p><strong>The Team</strong></p><p>Be part of the Investment Strategist Organization, a group of 30+ professionals dedicated to being the best provider of advice and investment expertise to retirement plan sponsors and to set the standard for integrity and excellence in the industry. For our clients, we help them not only to meet their fiduciary responsibilities, but also to make decisions that lead to better retirement outcomes for their employees. For Fidelity, we serve as the eyes and ears of the retirement plan market, introducing new investment solutions to clients and retaining the solutions we currently provide while always acting in our clients’ best interests. When we’re successful, our clients will be highly satisfied with long-term relationships, their employees will achieve retirement readiness, and Fidelity will continue to grow its investment management presence in the retirement plan market.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Consulting<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Vice President, Investment Strategist- Retirement Services

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><h4>About Us</h4><p>NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple – to allow NLG to keep its promises. How we do this – an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.</p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><p>The Sr. Associate, Loan Servicing provides leadership and functional expertise to perform a wide variety of tasks related to commercial and multifamily loan servicing according to established policies, procedures and regulatory guidelines, thus assuring overall quality and integrity of NLG’s commercial loan portfolio. This individual will work closely with originators throughout the life cycle of a transaction and must be able to effectively interact with multiple stakeholders (originators, credit, accounting, operations, and legal). </p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. </p><h4>Essential Duties and Responsibilities</h4><ul><li>Serve as the primary point of contact for the main loan servicer and sub-servicer, and as a secondary point of contact for borrowers, ensuring all inquiries and concerns are addressed promptly and effectively.</li><li>Analyze loan documents to evaluate structural features and apply appropriate concepts to Asset Management requests.</li><li>Perform independent, ongoing loan surveillance and asset management to ensure compliance with loan terms and property performance; review balance sheets and cash flow statements, re-underwrite loans as needed, and escalate material findings or changes in asset condition to the broader team.</li><li>Manages draw requests for funds held back for capital improvements, leasing, and other asset management activities.</li><li>Actively manage the asset management report by promptly responding to correspondent servicer requests, including reserve disbursements, lease approvals, prepayment premium calculations, SNDA reviews, insurance waiver requests, master lease releases, and other post-closing obligations.</li><li>Ensures borrower is performing as expected in accordance with the loan terms and conditions.</li><li>Responsible for compilation of various corporate reporting needs, e.g. monthly delinquency reporting.</li><li>Provide accurate and timely monthly, quarterly and annual data on the CML portfolio, highlighting portfolio composition, activity, risk exposure, and performance.</li><li>Work closely with internal and external auditors and Investment Accounting to provide accurate and detailed portfolio accounting.</li><li>Update and distribute the annual loan review template to correspondent servicers and analyze the property performance upon receipt of the completed form when returned throughout the year.</li><li>Provide updated loan collateral value for each loan in the portfolio and review each loan with origination team and Head of Asset Management with particular focus those loans requiring heightened surveillance due to such things as increasing vacancy, major lease expirations, and declining NOI.</li><li>Monitor loans on the surveillance list by collecting and analyzing property financials and preparing monthly and quarterly reports to proactively manage portfolio risk.</li><li>Work with Investment Strategy and Investment Accounting teams by communicating new loan applications to assign segments, provide new loan number and set up transactions in Cash Management and CML software database.</li><li>Participate in industry surveys by providing origination activity and portfolio performance to the MBA, ACLI, and rating agencies.</li><li>Respond to Ad Hoc data requests from NLG Capital, Investment Accounting, and other projects as necessary.</li><li>All other duties as assigned.</li></ul><h4>Minimum Qualifications</h4><ul><li>Bachelor’s degree required with at least 5 years of commercial mortgage loan experience.</li><li>Knowledge of commercial business and real estate lending terminology and documentation.</li><li>Strong math skills required to calculate and interpret complex interest related calculations.</li><li>Ability to read and interpret loan documents.</li><li>Ability to compose reports and correspondence.</li><li>Detail oriented and highly organized</li><li>Strong verbal and written communication skills</li><li>Team player with good interpersonal skills</li><li>Proficient in Microsoft Word, Excel, and Power Point</li></ul><h4>Preferred Qualifications</h4><ul><li>Curiosity to ask what could (or should) be the next step given the circumstances.</li><li>Results-driven mindset.</li><li>Thrives in an environment where the best ideas that drive the best results are rewarded.</li><li>Has the integrity to communicate all relevant facts and information in evaluating decisions and the humility to admit what they do not know.</li><li>Love of learning – comfortable in an organization that seeks to continually learn from its failures and successes to drive better investment decisions.</li><li>Comfortable with ambiguity and the mentality required to address and ultimately own those ambiguous situations – finds answers and solutions, a problem solver.</li></ul><h4>Benefits</h4><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the <a href="https://www.nationallife.com/docs/digital/nl-people-center/Benefits.html" target="_blank">BENEFITS of a Career at National Life</a>!</li></ul><p><strong>Base Pay Range</strong>. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Salary Pay Range$80,625—$118,250 USD<p>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p><a href="https://www.nationallife.com/Social-Media-Policy" target="_blank">Social Media Policy</a></p><p><a href="https://www.nationallife.com/Privacy-Legal-Information" target="_blank">Site Disclosure and Privacy Policy</a></p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

National Life Group

Analyst, CML Asset Management

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><h4>About Us</h4><p>At Equity Services, Inc. (ESI), we are more than a broker-dealer. We’re a passionate team helping financial professionals and their clients create confidence in their financial future. We do this through our entrepreneurial hunger, our outside-in mindset, and a culture of real-time communication and feedback. We are part of the National Life Group family — a purpose-driven company committed to keeping our promises for over 175 years.</p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><p>National Life Group is seeking a qualified candidate to join its broker-dealer and Product Management team as a&nbsp;<strong>Product Management Associate</strong>. This role will focus on supporting the development, oversight, and promotion of the firm’s investment product platform with a strong emphasis on product due diligence, registered representative training, relationship management, and website content management.</p><p>The successful candidate will have a solid understanding of a wide range of investment and insurance products (including mutual funds, ETFs, stocks, bonds, alternative investments, annuities, and variable universal life), coupled with excellent research, communication, and relationship-building skills. Reporting to the Head of Product Management, the Product Management Associate will play a critical role in ensuring that ESI’s representatives are well-supported, product sponsors are effectively managed, and digital resources are kept accurate and up to date.</p><h4>Essential Duties and Responsibilities</h4><br><ul><li>Conduct thorough due diligence reviews and evaluations of prospective and existing investment products, ensuring compliance with firm standards and regulatory requirements.</li><li>Actively participate in due diligence and industry meetings to deepen expertise and enhance the firm’s product platform.</li><li>Oversee and continuously improve the firm’s product portal and website content, ensuring timely updates, accuracy, and accessibility to promote the approved product suite.</li><li>Develop and deliver training programs and PowerPoint presentations for registered representatives to strengthen product knowledge, sales practices, and business development efforts.</li><li>Build and maintain strong relationships with product sponsors and registered representatives, acting as a trusted point of contact for inquiries, support, and ongoing collaboration.</li><li>Collaborate with the Head of Product Management to prepare agendas and materials for the firm’s Investment and Product Committees.</li><li>Create clear, accurate and effective written communications and marketing materials in support of approved investment products.</li><li>Provide outstanding customer service through written correspondence, phone, and web-based support, with occasional travel to ESI offices and industry events.&nbsp;</li></ul><br><h4>Minimum Qualifications</h4><br><ul><li>Bachelor’s degree or equivalent combination of education and experience</li><li>3–5 years of experience in financial services, preferably within a Broker Dealer&nbsp;</li><li>Ability to obtain Series 7 license within 1 year of hire.</li><li>Ability to collaborate with field offices to conduct training and facilitate industry meetings virtually with occasional travel as needed</li><li>Excellent written, verbal, and presentation skills, with a high attention to detail.</li><li>Self-starter with a high degree of initiative and ability to prioritize competing task</li><li>Strong problem-solving skills with a proactive approach to finding answers and solutions with a lifelong learner mindset.</li><li>Demonstrated ability to deliver exceptional customer service and build strong professional relationships.</li><li>Ability to successfully pass a background check, including fingerprinting.</li></ul><h4>Preferred Qualifications</h4><br><ul><li>3-5 years of experience working with Registered Investment Advisors</li><li>Working knowledge of Broker/Dealer products and services</li><li>Experience creating training presentations for adult learners</li><li>Experience collaborating with Web or Marketing teams on required product updates&nbsp;</li></ul><br><h4>Benefits</h4><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><p><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Salary Pay Range$72,000—$105,600 USD<p>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

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