VP, Managing Director – 401K Relationship Manager
Covington, Michigan, United States of America
Full Time
2 hours ago
No Visa Sponsorship
Key skills
Communication
About this role
Role Overview
- Building, maintaining, and growing strong and committed client relationships
- Leading internal team in problem resolution
- Proactively evaluating client pricing and fees for appropriateness
- Collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies
Requirements
- 8 years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry
- Acquire a Series 7 and 63 within the first 3 months
- Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory
Benefits
- Fidelity’s Onsite Working Model
- Certifications: Series 63
- FINRA, Series 7
- FINRA