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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>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</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. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3><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>

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