Fidelity Investments · 17 hours ago
Director, Managing Director- 401K Relationship Manager
UT
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $155K/yr
5+ years expFidelity Investments is a leading financial services company, and they are seeking a Managing Director to manage a book of business of defined contribution plans. The role involves developing relationships with institutional clients, leading service delivery, and acting as a trusted advisor to both Plan Sponsors and Advisors.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery
Work in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting 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
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
Excellent verbal and written communication skills
Excellent organization and time leadership skills and attention to detail
Problem-solving skills
Effective presentation skills, influence and negotiation skills
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 Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase