Job Description:
Remote position in one of the following locations: AL, DC, DE, FL, GA, KY, MD, MS, NC, PA, SC, TN, VA, WV, or close to Boston, MA, Merrimack, NH, or Smithfield, RI.
The Role
In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Workplace Investing, Wealth and Brokerage offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption.
The Expertise You Have
- College degree preferred or equivalent work-related experience.
- Ability to acquire Series 7 & 63/65 within the first three months of employment.
- Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry.
- Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful.
The Skills You Bring
- Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills.
- Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization.
- Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement.
- Provide focused leadership, motivation, and support for client service team members.
- Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency.
- Organization and time-management skills and attention to detail.
- Shown problem-solving skills.
- Effective presentation skills, influence, and negotiation skills.
- High emotional intelligence and interest in other human beings.
- Desire to roll your sleeves up and work with and for your teammates – Servant Leadership.
- Self-awareness and shown history of self-improvement.
- Analytical and critical thinking skills.
The Value You Deliver
- Supervising client satisfaction and facilitates the timely resolution of client issues.
- Leading client profitability through periodic evaluations of key revenue and expense metrics.
- Developing a strategy and negotiates contract renewals.
- Working with business partners to develop programs to increase households and conversions.
- Providing each client with a formal plan review, addressing client needs.
- Procuring a detailed understanding of all types of equity compensation plans.
- Supporting client needs to facilitate corporate actions.
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.
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. 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.
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.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers. 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.
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.
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