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Working in our no-haggle sales environment, the F&amp;I Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With your background in automotive sales or finance, you’ll find the right finance and insurance products for every customer, no matter what their situation.<h1>Lead the Future of Automotive Retail.</h1>At AutoNation, innovation drives everything we do—from automotive retail to vehicle service to automotive finance. As a Fortune 200 company, we’re looking for leaders who are ready to shape the future of automotive retail.<h1>Why You’ll Love Working Here:</h1><ul><li>National scale with entrepreneurial spirit</li><li>Inclusive culture and diverse leadership</li><li>Competitive compensation and benefits</li><li>Opportunities to make a real impact</li><li>Our values and culture</li></ul><h1>What We’re Looking For:</h1><ul><li>Proven leadership experience</li><li>Strategic thinking and execution skills</li><li>Passion for innovation and people development</li></ul>Explore leadership opportunities at AutoNation today.<h1>What will I do every day?</h1><ul><li>Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process</li><li>Work directly with our employees and customers to develop relationships</li><li>Determine customer financing needs and payment options&nbsp;based on a consultative interview process</li><li>Present a fully transparent pricing menu to customers detailing their financing options and products</li><li>Process finance transactions and ensure 100% compliance with all state and federal laws and regulations</li><li>Follow up with customers to ensure satisfaction</li><li>Build rapport with customers to create a base of referrals</li><li>Set and achieve targeted sales goals</li><li>Gain superior product knowledge to effectively help customers</li><li>Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy</li><li>Provide an exceptional customer experience to drive loyalty</li><li>What are the requirements for the F&amp;I Manager?</li><li>High school diploma or equivalent</li><li>Proven ability to provide an exceptional customer experience</li><li>Ability to set and achieve targeted goals</li><li>Highly detail-oriented and organized</li><li>Prior sales experience preferred but not required</li><li>Demonstrated communication, consultative, interpersonal and organizational skills</li><li>Experience and desire to work with technology</li><li>Why should I come work for AutoNation?</li><li>You want to work for a car dealer that has a strong moral compass and treats all its associates with respect</li></ul><h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. &nbsp;AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

AutoNation

Finance and Insurance Manager - Toyota Fort Myers

Audi South Orlando - Experienced Finance Manager

Working in our no-haggle sales environment, the F&amp;I Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With your background in automotive sales or finance, you’ll find the right finance and insurance products for every customer, no matter what their situation.<h1>Lead the Future of Automotive Retail.</h1>At AutoNation, innovation drives everything we do—from automotive retail to vehicle service to automotive finance. As a Fortune 200 company, we’re looking for leaders who are ready to shape the future of automotive retail.Why You’ll Love Working Here:<ul><li>National scale with entrepreneurial spirit</li><li>Inclusive culture and diverse leadership</li><li>Competitive compensation and benefits</li><li>Opportunities to make a real impact</li><li>Our values and culture</li></ul>What We’re Looking For:<ul><li>Proven leadership experience</li><li>Strategic thinking and execution skills</li><li>Passion for innovation and people development</li></ul>Explore leadership opportunities at AutoNation today.<h1>What will I do every day?</h1><ul><li>Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process</li><li>Work directly with our employees and customers to develop relationships</li><li>Determine customer financing needs and payment options&nbsp;based on a consultative interview process</li><li>Present a fully transparent pricing menu to customers detailing their financing options and products</li><li>Process finance transactions and ensure 100% compliance with all state and federal laws and regulations</li><li>Follow up with customers to ensure satisfaction</li><li>Build rapport with customers to create a base of referrals</li><li>Set and achieve targeted sales goals</li><li>Gain superior product knowledge to effectively help customers</li><li>Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy</li><li>Provide an exceptional customer experience to drive loyalty</li><li>What are the requirements for the F&amp;I Manager?</li><li>High school diploma or equivalent</li><li>Proven ability to provide an exceptional customer experience</li><li>Ability to set and achieve targeted goals</li><li>Highly detail-oriented and organized</li><li>Prior sales experience preferred but not required</li><li>Demonstrated communication, consultative, interpersonal and organizational skills</li><li>Experience and desire to work with technology</li><li>Why should I come work for AutoNation?</li><li>You want to work for a car dealer that has a strong moral compass and treats all its associates with respect</li></ul>This is a commision-based role with an estimated salary of $4-12k/month.<h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. &nbsp;AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

Finance Manager at Valencia BMW AutoNation

Working in our no-haggle sales environment, the F&amp;I Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With your background in automotive sales or finance, you’ll find the right finance and insurance products for every customer, no matter what their situation.<h2>What will I do every day?</h2><ul><li>Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process</li><li>Work directly with our employees and customers to develop relationships</li><li>Determine customer financing needs and payment options&nbsp;based on a consultative interview process</li><li>Present a fully transparent pricing menu to customers detailing their financing options and products</li><li>Process finance transactions and ensure 100% compliance with all state and federal laws and regulations</li><li>Follow up with customers to ensure satisfaction</li><li>Build rapport with customers to create a base of referrals</li><li>Set and achieve targeted sales goals</li><li>Gain superior product knowledge to effectively help customers</li><li>Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy</li><li>Provide an exceptional customer experience to drive loyalty</li><li>What are the requirements for the F&amp;I Manager?</li><li>High school diploma or equivalent</li><li>Proven ability to provide an exceptional customer experience</li><li>Ability to set and achieve targeted goals</li><li>Highly detail-oriented and organized</li><li>Prior sales experience preferred but not required</li><li>Demonstrated communication, consultative, interpersonal and organizational skills</li><li>Experience and desire to work with technology</li><li>Why should I come work for AutoNation?</li><li>- You want to work for a car dealer that has a strong moral compass and treats all its associates with respect</li></ul>Commission based role estimated between $60k - $200k annually<h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. &nbsp;AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

Finance and Insurance Manager - AutoNation Land Rover Spokane

Represent and communicate AutoNation’s multi-brand wholesale parts offers to outside service clients and fleet customers. Actively grow the business by seeking new accounts and fostering relationships with existing wholesale accounts.<h2>What are the day-to-day responsibilities? &nbsp; &nbsp; &nbsp; &nbsp;</h2><ul><li>Work closely with Wholesale Parts Managers to help increase the sale of AutoNation OEM and Aftermarket parts to the independent repair business.</li><li>Collect and analyze competitive market information to focus on appropriate market opportunities</li><li>Make sales calls to existing accounts as well as new accounts including cold calls</li><li>Utilize existing tools to ensure the highest level of focus and organization</li><li>Promote and improve the AutoNation branded parts business by being the expert on the product offers</li><li>Be familiar with and utilize all local trade advertising and publications</li><li>Participate and support AutoNation in local and/or national Aftermarket events.</li><li>Increase the number of external accounts buying AutoNation OEM and Branded parts</li><li>Communicate issues and opportunities to AutoNation management to promote continuous improvemen</li></ul><h2>&nbsp; What are the requirements for this job?</h2><ul><li>Personable, able to interact along a broad scope of customers</li><li>Strong communication skills, both verbal and written are a must</li><li>Customer focused and responsive to customer needs</li><li>Able to observe and detect opportunities that exist in business surroundings</li><li>Strong perseverance abilities with the ability to “ask for the sale”</li><li>Strong Computer skills, CRM tools, Excel, Word and PowerPoint</li><li>Professional appearance actions must be maintained</li><li>Expertise in the wholesale programs of the various OE/manufacturers is a must</li><li>Ability to work in a team environment is a prerequisite for this position</li><li>Valid in-state driver’s license and an acceptable, safe driving record</li></ul><h2>&nbsp; Key Measures</h2><ul><li>Achieving assigned wholesale targets for all brands in assigned territory</li><li>Increasing market share of AutoNation branded parts</li><li>Identifying and converting new accounts</li><li>Quality use of internal wholesale parts opportunity dashboard and CRM tool</li></ul>This job has an expected pay range of $80,000 - $100,000 per year<h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. &nbsp;AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

Wholesale Outside Sales Representative - AutoNation - Baltimore Market

As an F&amp;I Manager, you’ll be empowered with the resources and support needed to get every driver into the perfect deal – including a fully transparent selling process and preferred relationships with 30+ lenders. We represent 36 brands in 16 states, so there’s always opportunity to grow your career as an F&amp;I Manager and beyond. Join AutoNation and accelerate as far and fast as your talent and our support can take you. &nbsp; Working in our no-haggle sales environment, the F&amp;I Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process.<h1>Lead the Future of Automotive Retail.</h1>At AutoNation, innovation drives everything we do—from automotive retail to vehicle service to automotive finance. As a Fortune 200 company, we’re looking for leaders who are ready to shape the future of automotive retail.<h1>Why You’ll Love Working Here:</h1><ul><li>National scale with entrepreneurial spirit</li><li>Inclusive culture and diverse leadership</li><li>Competitive compensation and benefits</li><li>Opportunities to make a real impact</li><li>Our values and culture</li></ul><h1>What We’re Looking For:</h1><ul><li>Proven leadership experience</li><li>Strategic thinking and execution skills</li><li>Passion for innovation and people development</li></ul>Explore leadership opportunities at AutoNation today.<h1>What will I do every day?</h1><ul><li>Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process</li><li>Work directly with our employees and customers to develop relationships</li><li>Determine customer financing needs and payment options based on a consultative interview process</li><li>Present a fully transparent pricing menu to customers detailing their financing options and products</li><li>Process finance transactions and ensure 100% compliance with all state and federal laws and regulations</li><li>Follow up with customers to ensure satisfaction</li><li>Build rapport with customers to create a base of referrals</li><li>Set and achieve targeted sales goals</li><li>Gain superior product knowledge to effectively help customers</li><li>Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy</li><li>Provide an exceptional customer experience to drive loyalty</li></ul><h1>What are the requirements for the F&amp;I Manager?</h1><ul><li>High school diploma or equivalent</li><li>Proven ability to provide an exceptional customer experience</li><li>Ability to set and achieve targeted goals</li><li>Highly detail-oriented and organized</li><li>Prior sales experience preferred but not required</li><li>Demonstrated communication, consultative, interpersonal and organizational skills</li><li>Experience and desire to work with technology</li></ul><h1>Why should I come work for AutoNation?</h1><ul><li>You want to work for a car dealer that has a strong moral compass and treats all its associates with respect</li></ul><h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. &nbsp;AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

Finance Manager

<h3>Job Description:</h3>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.The Expertise and Skills We’re Looking For<ul><li>College degree preferred or equivalent work-related experience.</li><li>Series 7 &amp; 63 required.</li><li>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li><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 management skills and attention to detail.</li><li>You have demonstrated problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</li><li>Building strong partnerships based on shared commitment to mutual goals.</li><li>Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</li><li>Building client relationship to highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes thorough plans and preparations for client meetings.</li><li>Properly 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 on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li></ul>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.<ul><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>The MD is expected to own the client relationships for which they are accountable.</li><li>his includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery</li></ul>The base salary range for this position is $100,000 - $155,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>The RoleAs a Director for Clearing Client Management, you are responsible for a team of Client Managers (CMs) that lead the operations and service experience. You and your team's day to day role is primarily focused on identifying proactive efficiency opportunities, project management, high level initiatives and critical issues, and demonstrating strategic partnerships across the NF platform. The Manager is responsible for leading and developing the CM team, assisting with pivotal initiatives to progress the service model and maintain client satisfaction, and developing deep relationships with our correspondent clients. In partnership with the Relationship Management team, you and your team represent a best-in-class service team and the face of Fidelity dedicated to your correspondent client and their business.The Expertise You Have <ul><li>10+ years of Financial Services experience; Brokerage Operations preferred</li><li> Bachelor’s degree preferred</li><li>Series 7 license required</li><li>Series 24 license needed within first 6 months</li><li>People management experience desired</li><li>Client facing experience required</li><li> Project management experience required</li><li> Business analysis and consulting experience a plus</li></ul>The Skills You Bring <ul><li>You will have outstanding interpersonal and client service skills</li><li> Shown success in developing strong professional relationships</li><li>Excellent problem solving and consultative skills</li><li>You have influencing skills</li><li>Industry/brokerage knowledge</li></ul>The Value You Deliver<ul><li>Developing and maintain deep client relationships</li><li>Driving strategic initiatives</li><li>Optimizing the client service experience</li><li>Improving operational efficiency</li><li>Serving as a client advocate</li><li>Interpersonal engagement</li></ul>The TeamFidelity Institutional Client Experience Division (CE) provides outstanding customer service to Fidelity's Clearing correspondent broker-dealer clients through innovation, dedication, and commitment to excellence. We ensure a seamless and robust experience for our clients by developing positive relationships to build lasting trust, dedication, and satisfaction.NOTE: This role is not approved for sponsorship.The base salary range for this position is $95,000-186,000 USD 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Director, Client Service Management

<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications 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>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>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!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Relationship ManagementMost 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.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.

Relationship Manager - Friendswood, TX (Baybrook)

Territory: Long Island West, NY - NeurologyTarget area for territory is Nassau County &amp; Long Island - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Nassau County &amp; Long IslandSUMMARY:Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. It’s a very exciting time to join our team as we lead the way in creating positive customer experiences!As a BioPharmaceuticals Account Manager, you lead the promotion of our infusion product, driving demand creation by providing comprehensive clinical knowledge, executing sales and marketing strategies in the local market and partnering to deploy approved services necessary to meet the needs of each account/customer. Our Account Managers are adept at executing against the toughest commercialization challenges in today’s rapidly changing environment and must demonstrate strong capability in the following areas:ESSENTIAL FUNCTIONS:Business Planning &amp; Account Leadership&nbsp;- Ability to use digital tools and apply customer and data-based insights to build opportunities, develop strategy &amp; tactics and prioritize resources to enhance territory effectiveness in competitive markets.Selling&nbsp;- Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior. Engage with multi-disciplinary customers using a total office call approach to communicate value proposition of a new delivery method.Customer Development&nbsp;- Entrepreneurial mindset to gain access, build and maintain productive internal and external relationships through effective communication and collaboration based on customer needs and organizational goals.Payer Access -&nbsp;Ability to grasp sophisticated reimbursement and distribution processes in a complex coverage landscape. Anticipates and communicates impact on product portfolio to key internal and external partners and effectively addresses payer access issues (Medicare, Medicaid, Commercial) using Lundbeck resources.Local Market &amp; Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities. Demonstrates a clear and detailed understanding of the disease state and its impact on customers and patients including the full range of treatment options available.Pharmaceutical Environment/Compliance - Ability to apply knowledge of pharmaceutical and regulatory environment, including Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products. Ability to apply knowledge of overall healthcare economy and industry practices. Accountability and adherence to corporate, FDA, and PDMA guidelines.REQUIRED EDUCATION, EXPERIENCE and SKILLS:<ul><li>Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university</li><li>5+ years of Specialty Sales experience in Pharmaceutical, Biopharmaceutical, Biologics or Medical Device sales experience</li><li>Ownership and accountability for the development and execution of a fully integrated account plans</li><li>Self-starter, with a strong work ethic and outstanding communication skills</li><li>Proven track record of consistent sales performance</li><li>Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually</li><li>Must be computer literate with proficiency in Microsoft Office Software</li><li>Must live within 40 miles of territory boundaries</li><li>Driving is an essential duty of this job; must have a valid driver’s license with a safe driving record that meets company requirements</li><li>Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck</li></ul>PREFERRED EDUCATION, EXPERIENCE AND SKILLS:<ul><li>Infusion/rare disease sales experience in both the Outpatient Infusion setting and Specialty Pharmacy channel with a strong understanding of pricing and reimbursement</li><li>Neurology experience specific to migraine</li><li>Experience in both the medical or specialty pharmacy benefit market</li><li>Experience working with high influence customers in physician clinics, integrated health systems, infusion centers and alternative sites of care</li><li>Product launch or expansion experience, particularly in a new therapeutic class</li><li>Strong analytical background, and experience using sales data reporting tools to identify trends</li><li>Strong leadership through participation in committees, job rotations, panels and related activities</li></ul>TRAVEL:<ul><li>Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner</li></ul>The range displayed is specifically for those potential hires who will work or reside in New York City, and if selected for this role, may vary based on various factors such as the candidate’s geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range: $150,000 - $180,000 and eligibility for a sales incentive target of $41,500. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our&nbsp;career site. Applications accepted on an ongoing basis.Why LundbeckLundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.

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