- Bachelor's Degree with 12+ years overall work experience.
- Series 7 & 63 licenses required upfront or within 90 days of hire.
- We prefer associates to have 5+ years of Participant or Client Service experience, preferably within the Retirement Industry.
- Retirement plan record keeping and administration experience.
- Relationship management experience.
- Excellent verbal and written communication skills.
- Excellent organization and time leadership skills and attention to detail.
- Problem-solving skills.
- Effective presentation skills, influence, and negotiation skills.
- Experience working with Financial Advisors or Consultants.
- Experience working directly with Tax-Exempt Plan Sponsors and Participants is helpful, but not required.
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Managing Director, Tax-Exempt Market-REMOTE- Western US - Denver, United States - Fidelity TalentSource LLC
Description
Job Description:
The Role
The Managing Director (MD) in TEM is responsible for building, maintaining and growing strong and committed client relationships with key decision makers, influencers and C- suite committee members. The Book-of-Business consists of ~ 40+ Active clients with a general asset size of $20- $100M. The role is a consultative, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.
The MD leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with internal teams and partnering with the Plan Sponsors, the role assists our institutional clients lead a successful benefits program to improve their employees overall wellbeing.
The MD will also be working from home anywhere Western US and needs to be comfortable or have had experience working remotely/ independently from a personal home-based office.
The Expertise and Skills You Bring
The Team
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 Book-of-Business will be comprised of clients with a range of complexities, challenges, and opportunities.
The base salary range for this position is $90,000-$204,000 per year. \u00A0Placement 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. \u00A0\u00A0
We offer a wide range of
benefits to meet your evolving needs and help you live your best life at work and at home. \u00A0These 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. \u00A0Note, the application window closes when the position is filled or unposted.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. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
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, empowering you to thrive at work and at home. 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. 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,
detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at
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. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to
Managing Director, Tax-Exempt Market-REMOTE- Western US professionals in Denver
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Gregory Moore
Professor