About this role

Develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.
Acts as the client’s 'trusted advisor' in partnership with the Plan’s Advisor.
Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.
Providing additional support to the advisor’s book of business, including participating in advisor book of business reviews, identifying and implementing plan design opportunities, and participating in quarterly advisor updates and training activities.
Consulting with clients and their advisors on qualified and potentially nonqualified plan design alternatives.
Analyzing investment architecture and providing appropriate alternatives as well as actively facilitating Investment Review Meetings in partnership with the Plan’s Advisor.

Minimum of 8 years of Relationship Management or Client Service experience preferred; preferably within the Retirement/401K industry.
We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position.
World class customer service to every one of your clients.
Record keeping and defined contribution administration experience.
Problem-solving skills.
Effective communication and presentation skills.

VP, Managing Director – 401K Relationship Manager

Key skills