Vice President, Team Leader- 401K Relationship Management

2081781-6

The Role

The Vice President, Team Leader has the primary responsibility for the effective leadership of 10-12 Managing Directors (MDs) within the upper end of the Core Market who manage client relationships ranging from $40M up to $250M in AUA. The Team Leader is ultimately responsible for the satisfaction and retention of 250+ corporate client relationships with approximately $20-30B in total assets.

The position involves extensive and ongoing client contact with senior-level client decision makers (CFO, CEO, VP of HR, and consultants and advisors) of existing customers, placing a premium on executive presence, benefits and financial services acuity, and consultative sales skills. Focus areas include client retention and loyalty, revenue growth, product and services adoption and relationship risk mitigation strategies. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The Vice President, Team Leader is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports.

The Expertise You Have

• College degree required
• The role requires extensive travel throughout the assigned territory.
• Management experience preferred
• Complete series 7, 24 & 63 exams within 90 days of hire.
• 5 - 10 years of client-facing, institutional experience required. Previous advisor/consultant relations experience is desirable.
• Relationship management experience preferred

The Skills You Bring

• Strong revenue management and overall financial acuity
• Proven consultative sales skills
• Experienced presentation, meeting management, and communication skills.
• Validated ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses
• Strong negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing
• Ability to lead multiple, sometimes conflicting priorities, balancing the needs of the plan sponsor and the organization.
• Confirmed leadership, coaching, and career developments skills with a tenured team of professionals

The Value You Deliver

• In cooperation with Core Market Segment Leadership, develop strategy and goals for organization that produce year-over-year profitability.
• Coach and mentor to provide continued career development and evaluate performance.
• Provide leadership and support for all team based client re-pricing, renewal, and competitive rebid activity.
• Ensure that team is aligned with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature and client
• Develop and maintain strong client relationships (along with MD), including multiple constituencies including HR, Treasury, Legal, and Procurement.

Please see below for the salary range for work locations in Colorado only:

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Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

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Please see below for the salary range for work locations in California only:

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Please see below for the salary range for work locations in Washington only:

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Certifications

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 Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

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. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

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 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.