Vice President, Managing Director – Stock Plan Services

Role Overview

• develop positive relationships with Equity Compensation clients
• build internal working relationships with Fidelity personnel in support of service delivery
• has overall accountability for the relationship of a book of institutional equity compensation plan clients
• cultivate relationships with key decision makers
• guide service teams towards high client satisfaction
• drive operational effectiveness and plan profitability
• grow client relationships through value-driven cross selling initiatives
• strategically position Fidelity's products and services
• lead client profitability through periodic evaluations of key revenue and expense metrics
• develop a strategy and negotiate contract renewals either proactively or through formal rebid activities
• develop programs to increase households and conversions
• facilitate continued advanced education and communication for participants and clients
• provide each client with a formal plan review while addressing client needs and opportunities for enhanced service
• support client needs to facilitate corporate actions like mergers, acquisitions, splits, divestitures, spin-offs and other major corporate activities

Requirements

• College degree preferred or equivalent work-related experience.
• Ability to acquire Series 7 & 63/65 within the first three months of employment.
• Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry.
• Transparent and credible presence in the Equity Compensation industry.
• Certified Equity Professional designation is helpful.
• Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills.
• Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues.
• Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.
• Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization.
• Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement.
• Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.
• Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities.
• Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success.
• Organization and time-management skills and attention to detail.
• Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.
• Shown problem-solving skills.
• Effective presentation skills, influence, and negotiation skills.
• High emotional intelligence and interest in other human beings.
• Desire to roll your sleeves up and work with and for your teammates – Servant Leadership.
• Self-awareness and shown history of self-improvement.
• Analytical and critical thinking skills.

Benefits

• comprehensive health care coverage
• emotional well-being support
• market-leading retirement
• generous paid time off
• parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career