Managing Director, Tax -Exempt Market- REMOTE-US East Coast

Fidelity Investments • Washington, DC

265d • $90,000 - $204,000 • Remote

About The Position

The Tax-Exempt Managing Director provides planning and consulting to Higher Education, HealthCare and other non-profit organizations in order to help them improve the value of their benefits program and ensure their satisfaction with Fidelity. The Director will also be working from home anywhere in the Northeastern US and needs to be comfortable or have had experience working remotely/ independently from a personal home-based office.

Requirements

• 12+ years overall Financial Services within the Retirement industry with 5+ years of Participant or Client Service experience.
• FINRA Series 7 & 63 licenses required upfront.
• Experience working directly with Tax-Exempt Plan Sponsors and Participants is helpful, but not required.

Responsibilities

• Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
• Monitors 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 satisfaction.
• 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 needs, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership and plan analytics.
• 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.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities