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Vice President, Managing Director- 401K Relationship Manager
Fidelity Investments · Remoto Brasil · Flexible / Remote
Publicada em 05/09/2026
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Job Description:Job Title: VP, Managing Director- 401K Relationship ManagerNote: Fidelity will not provide immigration sponsorship for this positionThe RoleAs a Vice President, Managing Director in Select Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity's institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you'll help our clients lead successful Benefits and Total Wellness programs to improve their employees' overall wellbeing. Focusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. The Expertise and Skills You BringRequire associate in this role to hold Series 7 and 63 licenses.Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industryExperience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required.Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client's trusted advisor.Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.Staying advised of changes in the client's
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