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Fidelity Bank · 1 month ago

Vice President, Managing Director - Stock Plan Services

United States

Full-time

Remote

Senior Level, Lead/Staff

$120K/yr - $200K/yr

10+ years exp

Fidelity Bank is a leading financial services provider, and they are seeking a Vice President, Managing Director for their Stock Plan Services business. In this role, you will be accountable for managing relationships with institutional equity compensation plan clients, ensuring high client satisfaction and driving operational effectiveness while fostering client growth through strategic initiatives.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client

Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results

Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity

Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients

Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client

Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment

Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities

Qualification

Relationship ManagementEquity CompensationClient ServiceAnalytical SkillsProject ManagementLeadership SkillsCommunication SkillsServant LeadershipNegotiation SkillsProblem-Solving SkillsEmotional IntelligenceTime ManagementSelf-Awareness

Required

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

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