VP – Planning & Engagement
| Company | Fidelity Investments |
|---|---|
| Location | Boston, MA, USA, Westlake, TX, USA, Durham, NC, USA, Smithfield, RI, USA, Merrimack, NH, USA, Greenwood Village, CO, USA, Cincinnati, OH, USA |
| Salary | $103000 – $174000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Expert or higher |
Requirements
- Highly effective networker and relationship builder
- Ability to anticipate client needs and concerns, and proactively propose solutions
- Tenacious problem solver and strong project manager
- Ability to analyze sophisticated data and present findings in a clear and compelling way
- Bachelor’s degree, MBA preferred
- 10+ years in Financial Services, with solid understanding of the retirement industry
- Experience building productive client relationships in a client management or sales role
- FINRA Series 7 & 63 required
Responsibilities
-
No responsibilities provided.
Preferred Qualifications
- MBA preferred