Responsible for managing a book of business of defined contribution.
Primary contact for the client and works in a team to manage, educate, and resolve client issues.
Build relationships and meet the needs of Plan Sponsors.
Actively facilitates Investment Review meetings.
Collaborates closely with Investment to create effective investment strategies and develop solutions that benefit clients/Fidelity.
Assists Plan Sponsors with plan corrections, resolving operational defects, providing plan and participant literature, and contribution inquiries.

College degree preferred or equivalent work-related experience.
Series 7 and 63 required.
8 plus years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
Your retirement plan record keeping and administration experience.
Your relationship management experience.
Excellent verbal and written communication skills.
Excellent organization and time management skills and attention to detail.
Demonstrated problem-solving skills.
Effective presentation skills, influence and negotiation skills.
Verifying client agreement about the issues and options before implementing with solutions.

Director – 401K Relationship Manager

Key skills