Job Description:
Director, Executive Services Office
The ESO team develops relationships with our executive level Stock Plan participants. You will serve as the main point of contact for equity compensation expertise. You will support client plan sponsors and our WI SPS Fidelity Client Team business partners, ensuring an outstanding experience across the board. Overall, the ESO team is responsible for the continued growth of the SPS business, activating the Fidelity Advantage and encouraging lifetime engagement at Fidelity.
The Expertise You Have
- 5+ years of financial services experience.
- Equity compensation experience and knowledge of 144/16b dynamics is preferred but not required.
- Certified Equity Professional (CEP) preferred. If not held at time of hire, will need to work towards acquiring the CEP within 18 months.
- Client visits and other travel required.
- Previous leadership experience preferred.
- Bachelor's Degree or equivalent years of business experience preferred.
- Series 7 and 63 license required
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The Skills You Bring
- You connect with participants to help them understand and act on their awards.
- You lead participants to broaden their relationship with Fidelity ensuring a path to financial wellness.
- You cultivate the relationship with Fidelity while helping participants in new and different ways.
The Value You Deliver
- We help our executives understand the full power of Fidelity by leveraging equity compensation expertise in order to drive lifetime engagement.
- You lead, inspire, and support your ESO peers and related business partners.
- You drive accountability for overall business results within the ESO model, such as, but not limited to new business into Fidelity, referrals and appointments set for planning business partners, high participant and client satisfaction, quality controlled 10b5-1 plan intent and establishment.
- You partner with WI SPS Client Teams and SPS Sales to represent the SPS Executive Services offering during new client implementations and other client related meetings.
The Team
Stock Plan Services has been identified as one of Fidelity's strategic priorities. The ESO role is a key part of SPS, serving as the equity compensation expert for the top executives at our clients. By assisting these executives, as well as the plan sponsor, the ESO role ensures that the SPS business and broader Fidelity remain vital in a changing financial environment.
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Client Service
Fidelity'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.