Job Description:
The Job
The Tax-Exempt VP, Managing Director is a collaborative role providing strategic work and consulting to Higher Education, HealthCare and other non-profit organizations in order to help them maximize the value of their retirement program and ensure their satisfaction with Fidelity.
The role requires working from home and someone who is comfortable or has had experience working remotely and independently from a personal home-based office or Fidelity Regional Site. The position requires 50% travel.
and covers a Southwest territory with a preference for a remote Texas or OKlahoma location. #REMOTE
The Expertise and Skills You Bring
- Bachelor's Degree with 15+ years of industry experience
- 5+years of proven ability to work directly with Institutional Clients and/or Participants
- Series 7 & 63 licenses required upfront
- Ability to travel 60% mostly within Texas and Southwest region
- Relationship Building , Consultative Selling , Conflict Resolution and Problem Solving skills
- Strong written and oral communication skills
- Develops and maintain a strong network of business partners across Fidelity
- Handles difficult client interactions and solve a complex book of business/client problems
- Ability to get things done!!
- Decision making based on long-term view of trends, issues and business implications and cross-Fidelity impacts
- Ability to gain acceptance of ideas and suggestions from senior business executives
- Drives client satisfaction and loyalty via Net Promoter Score
- Develops a comprehensive relationship management strategy, including business planning, for your book of business
- Proactively educates and manages consultants in multi-vendor relationships to position for consolidation at Fidelity
- Creates opportunities to diversify revenue via cross selling, Personalized Planning and Advice, Health Savings accounts, Self-Directed Brokerage, Health & Welfare and Benefits Consulting opportunities
- Holds Annual Business planning and service reviews to be sure we understand client's goals and objectives
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The VP, Managing Director is part of the Relationship Management team in Fidelity's Tax-Exempt business which is provides Retirement Plan Services to Non-Profit Organizations. Primary goals include protecting the Fidelity brand name, retention, and revenue generation. This role maintains and builds the highest-level client relationships with key decision makers, influencers and C- suite committee members. The VP manages a Book-of-Business which consists of 8-10 Strategic clients totaling more than $12B in assets. The Fidelity line of business is primarily Retirement but can include additional products and services. The role also leads an internal team of service-based associates and partners across the organization to solve client problems and create solutions that address client needs.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Relationship ManagementFidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.