Fidelity Bank · 18 hours ago
Director, Managing Director- 401K Relationship Manager
5401 Watson Dr SE, Albuquerque NM
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $155K/yr
5+ years expFidelity Bank is seeking a Managing Director to oversee a book of business comprised of defined contribution plans. The role involves developing relationships with institutional clients, leading service delivery, and ensuring client satisfaction through proactive solutions and effective communication.
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Responsibilities
Develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery
Lead, educate, resolve client issues, establish relationships and meet the needs of both Plan Sponsors and Advisors
Verify client agreement about the issues and options before implementing with solutions
Develop, lead and maintain strong client relationships, including with the highest level of decision makers
Build positive relationships based on shared dedication to mutual goals
Set the strategic direction for the plan and demonstrate ultimate ownership and accountability for the relationship
Act as the client’s trusted advisor in partnership with the Plan’s Advisor
Plan and conduct effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client
Make detailed plans and preparations for client meetings in partnership with the Plan’s Advisor
Accurately plan, influence, and implement Fidelity solutions to address needs
Differentiate Fidelity's benefits approach against competitive benefit solutions
Facilitate discussions with clients regarding legal, regulatory and design issues across the plan
Consult with clients and their advisors on qualified and potentially nonqualified plan design alternatives
Coordinate internal resources to provide analysis and recommendations to clients on design alternatives
Analyze investment architecture and provide appropriate alternatives in partnership with the Plan’s Advisor
Identify key drivers and maintain consistent formal/informal contact with key client decision makers
Actively facilitate Investment Review meetings in partnership with the Plan’s Advisor
Work closely and actively lead discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors
Assist Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries
Act as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client
Develop strong working relationships internally
Qualification
Required
We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position
5+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry
Your retirement plan record keeping and administration experience
Your relationship management experience
You have excellent verbal and written communication skills
Your excellent organization and time leadership skills and attention to detail
You have shown problem-solving skills
Your effective presentation skills, influence and negotiation skills
You have experience working with Financial Advisors
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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