Job Description:
The Job
The Tax-Exempt VP, Managing Director is a collaborative role providing strategic work and consulting to Higher Education, HealthCare and other non-profit organizations, helping enhance the value of their retirement program and ensuring their satisfaction with Fidelity.
The role requires working from home and someone who is comfortable or has had experience working remotely and independently from a personal home-based office or Fidelity Regional Site. The position requires 50% travel. #REMOTE
The Expertise and Skills You Bring
- Bachelor’s Degree with 15+ years of industry experience
- 5+years of proven track record of working directly with Institutional Clients and/or Participants
- Series 7 & 63 licenses required upfront
- Ability to travel 60% mostly within the West region
- Relationship Building, Consultative Selling , Conflict Resolution and Ability to solve problems
- Strong written and oral communication skills
- Develops and maintain a strong network of business partners across Fidelity
- Handles difficult client interactions for a complex book of business
- Decision making based on long-term view of trends, issues and business implications and cross-Fidelity impacts
- Ability to gain acceptance of ideas and suggestions from senior business executives
- Drives client satisfaction and loyalty via Net Promoter Score
- Develops a comprehensive relationship management strategy, including business planning, for your book of business
- Proactively educates and leads consultants in multi-vendor relationships to position for consolidation at Fidelity
- Creates opportunities to diversify revenue via cross selling, Personalized Planning and Advice, Health Savings accounts, Self-Directed Brokerage, Health & Welfare and Benefits Consulting opportunities
- Holds Annual Business planning and service reviews to be sure we understand client's goals and objectives
- Ability to get things done!!
Note: Fidelity will not provide immigration sponsorship for this position.The Team
The VP, Managing Director sits within the Relationship Management team in Fidelity’s Tax-Exempt business that provides Retirement Plan Services to Non-Profit Organizations. Primary goals include protecting the Fidelity brand name, retention, and revenue generation. This role maintains and builds the highest-level client relationships with key decision makers, influencers and C- suite committee members. The VP handles a Book-of-Business which consists of 10-15 Select/Strategic clients totaling more than $7B in assets. The Fidelity line of business is primarily Retirement but can include additional products and services. The role also leads an internal team of service-based associates and partners across the organization to solve client problems and create solutions.
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:Series 07 - FINRA, Series 63 - FINRA
Category:Relationship Management
Top Skills
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
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