This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together and partnering with the Plan Sponsors, you will help our clients lead a successful Health Savings Account program to improve their employees' overall wellbeing.

The Expertise You Have

• Deep knowledge of Health Savings account administration is required, experience in Health & welfare or benefits administration is also preferred
• We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.
• 8+ years of Relationship Management or Client Service experience

The Skills You Bring

• Client-facing consultation skills to effectively engage key decision makers to develop a deeper understanding of their needs and opportunities, and the ability to articulate the value of an HSA eligible plan and the Health Savings Account.
• Ability to participate in and leading business planning discussions, reviewing key plan performance indicators.
• Proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction and being seen as an industry and product expert.
• Ability to think broadly and creatively beyond the day-to-day to develop creative solutions to drive employee engagement.
• Experience with gathering, understanding, and analyzing plan level performance metrics and ability to understand the underlying causes that contribute to the plan metrics.
• Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.

The Value You Deliver

• Helping clients understand the current state of their HDHP plan and HSA usage through the use of data, benchmarks and understanding of the industry.
• Driving client utilization of available product features, communications and education campaigns, and thought leadership pieces to drive Increased adoption of HDHP plans, account opening, average account balance and invested assets
• Encouraging clients to promote these components in a way that will encourage usage by their employees.
• Drive high client retention and satisfaction though collaboration to drive better outcome for their employees and mee the employer's goals.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.