Licensing and Experience

• 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; preferably within the Retirement/401k industry.
• Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also useful, but not required.

Key Responsibilities

• Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
• Supervises trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client happiness.
• Maintains 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 within a book of business.
• Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.
• Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
• Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.
• In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.
• Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution.

Strategic Book Management

• Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
• Leads a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
• Differentiates Fidelity's benefits approach against competitive benefit solutions.
• Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.
• Responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
• Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.
• Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
• Provides analysis and advice to resolve the needs of internal/external customers.
• Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.
• 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 base salary range for this position is $112,000-$255,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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.

Certifications:

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. 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 all business days of every other week in a Fidelity office.

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.