Managing Director – Tax-Exempt Market
| Company | Fidelity Investments |
|---|---|
| Location | Harrisburg, PA, USA, Washington, DC, USA, Richmond, VA, USA, Annapolis, MD, USA, Trenton, NJ, USA, Hartford, CT, USA, New York, NY, USA |
| Salary | $90000 – $204000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Expert or higher |
Requirements
- 12+ years overall Financial Services within the Retirement industry
- 5+ years of Participant or Client Service experience
- FINRA Series 7 & 63 licenses required upfront
Responsibilities
- Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
- Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction.
- Maintains proactive awareness of changes in the client’s business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business.
- Responsible for external business planning and service reviews to be sure we understand client’s goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.
- Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer needs, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership and plan analytics.
- In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.
- Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency, and problem resolution. Leads internal team in problem resolution.
Preferred Qualifications
- Experience working directly with Tax-Exempt Plan Sponsors and Participants is helpful, but not required.