Managing Director, 401K Relationship Manager

Welcome to Fidelity Investments, where our mission is to help people live the lives they want. We are currently seeking a highly skilled and motivated individual to join our team as the Managing Director, 401K Relationship Manager. In this role, you will be responsible for managing and growing relationships with our 401K clients to ensure their retirement plans are optimized for success. Our ideal candidate is a dynamic leader with a strong background in financial services, exceptional communication and relationship-building skills, and a passion for helping others achieve their financial goals. If you are looking for a challenging and rewarding career in the financial industry, we encourage you to apply for this exciting opportunity.

1. Develop and maintain relationships with 401K clients to understand their financial goals and needs.
2. Serve as the main point of contact for clients, providing exceptional customer service and addressing any inquiries or concerns.
3. Conduct regular meetings with clients to review their retirement plans and provide recommendations for optimizing their investments.
4. Collaborate with internal teams, including sales, operations, and investment management, to ensure a seamless and efficient client experience.
5. Act as a subject matter expert on retirement plans and industry trends, providing guidance and education to clients and team members.
6. Monitor and analyze client data and performance metrics to identify areas for improvement and develop plans for increasing client satisfaction and retention.
7. Develop and implement strategies to grow and expand our 401K client base.
8. Stay up-to-date on industry regulations and compliance standards to ensure all client interactions are in line with legal requirements.
9. Lead and motivate a team of relationship managers to achieve individual and team goals.
10. Represent Fidelity Investments at industry events and conferences to promote our brand and services.
11. Collaborate with marketing to develop materials and resources to support client acquisition and retention efforts.
12. Continuously seek opportunities to improve processes and enhance the overall client experience.
13. Ensure all client information and data is accurately maintained in the company's systems.
14. Adhere to company policies and procedures, as well as regulatory guidelines, at all times.
15. Maintain a high level of professionalism and ethical standards in all interactions with clients and team members.

According to JobzMall, the average salary range for a Managing Director, 401K Relationship Manager is $100,000 to $150,000 per year. However, this can vary depending on factors such as location, experience, and company size. Some managing directors in this role may earn higher salaries, potentially up to $200,000 or more per year.

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.