Fidelity Investments · 20 hours ago
Director, Managing Director- 401K Relationship Manager
California, United States
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 oversee a portfolio of defined contribution plans. The role involves developing strong relationships with institutional clients, managing client service delivery, and ensuring client satisfaction through a consultative approach.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Developing positive relationships with institutional clients
Building internal working relationships with Fidelity personnel in support of service delivery
Verifying client agreement about the issues and options before implementing with solutions
Developing, leading and maintaining strong client relationships, including with the highest level of decision makers
Building positive relationships based on shared dedication to mutual goals
Setting the strategic direction for the plan and demonstrating ultimate ownership and accountability for the relationship
Acting as the client’s trusted advisor in partnership with the Plan’s Advisor
Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client
Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor
Accurately planning, influencing, and implementing Fidelity solutions to address needs
Differentiating Fidelity's benefits approach against competitive benefit solutions
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan
Consulting with clients and their advisors on qualified and potentially nonqualified plan design alternatives
Coordinating internal resources to provide analysis and recommendations to clients on design alternatives
Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor
Identifying key drivers and maintaining consistent formal/informal contact with key client decision makers
Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor
Working closely and actively leading discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors
Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries
Acting 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
Developing 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
You have excellent verbal and written communication skills
Preferred
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 experience working with Financial Advisors
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
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
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