Managing Director, 401K Relationship Manager
At Fidelity Investments, we are dedicated to helping our clients achieve their financial goals and make the most of their retirement savings. As a Managing Director and 401K Relationship Manager, you will play a crucial role in leading our team and building strong relationships with our clients. We are looking for a dynamic and experienced individual to join our team and drive the success of our 401K business. If you are passionate about helping others secure their financial futures, have a proven track record in the financial industry, and possess excellent leadership skills, we encourage you to apply for this exciting opportunity.
- Lead and manage a team of 401K Relationship Managers to ensure high-quality service and support for our clients' retirement savings needs.
- Develop and implement strategies to grow our 401K business, including identifying new potential clients and expanding relationships with existing clients.
- Build and maintain strong relationships with clients, understanding their financial goals and providing personalized recommendations and solutions.
- Stay up-to-date on industry trends and best practices to continuously improve our 401K offerings and services.
- Collaborate with other departments and teams within Fidelity Investments to provide a seamless and comprehensive client experience.
- Develop and maintain a deep understanding of Fidelity's products, services, and technologies to effectively communicate and educate clients on their options.
- Monitor and analyze client performance and provide regular updates and reports to senior management.
- Coach and mentor team members to ensure they are equipped with the knowledge and skills to effectively support and engage with clients.
- Collaborate with marketing and sales teams to develop and execute targeted campaigns and initiatives to drive business growth.
- Serve as a subject matter expert on retirement savings and 401K plans, providing guidance and support to both internal teams and clients.
Extensive Knowledge And Experience In 401K Plans: The Ideal Candidate For A Managing Director, 401K Relationship Manager Job At Fidelity Investments Should Possess Extensive Knowledge And Experience In 401K Plans. This Includes A Deep Understanding Of The Industry, Regulations, And Best Practices.
Strong Leadership Skills: As A Managing Director, The Individual Will Be Responsible For Leading A Team Of 401K Relationship Managers. Therefore, They Should Possess Strong Leadership Skills, Including The Ability To Motivate, Mentor, And Manage A Team.
Excellent Communication And Interpersonal Skills: The Role Of A Managing Director, 401K Relationship Manager Requires Constant Communication With Clients, Team Members, And Other Stakeholders. The Ideal Candidate Should Have Excellent Communication And Interpersonal Skills To Effectively Build And Maintain Relationships.
Proven Track Record Of Achieving Business Targets: Fidelity Investments Is A Leading Financial Services Company, And As Such, They Expect Their Managing Directors To Have A Proven Track Record Of Achieving Business Targets. This Includes Meeting Sales Goals, Driving Revenue, And Managing Costs.
Strategic Thinking And Problem-Solving Abilities: Managing Directors At Fidelity Investments Are Expected To Have A Strategic Mindset And The Ability To Identify And Solve Complex Problems. They Should Be Able To Analyze Data, Create Effective Strategies, And Make Critical Decisions That Drive Business Growth And Success.
Risk Management
Financial Analysis
Strategic Planning
Project Management
Communication
Leadership
Relationship Management
Client Service
Team Building
Retirement planning
Performance evaluation
Investment Strategies
Communication
Conflict Resolution
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
Empathy
According to JobzMall, the average salary range for a Managing Director, 401K Relationship Manager in New York, NY, USA is $80,000-$150,000 per year. This can vary depending on factors such as the size and profitability of the company, the experience and qualifications of the individual, and the specific responsibilities and duties of the role.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.
Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started