VP, Managing Director-Tax Exempt Market- REMOTE - US WEST

Fidelity Investments Inc.; Canada; Remote; USD 112,000 - 255,000; Full time

Job summary

An innovative firm is seeking a Tax-Exempt VP, Managing Director to lead strategic initiatives for non-profit organizations. This role emphasizes relationship management, ensuring client satisfaction, and enhancing retirement program value. The ideal candidate will possess extensive experience in consultative selling and client engagement, with a proven ability to navigate complex interactions. This position offers the flexibility of remote work with significant travel, providing an exciting opportunity to make a meaningful impact in the industry. Join a dynamic team committed to excellence and client success in a rewarding environment.

Benefits

Comprehensive health care coverage

Emotional well-being support

Market-leading retirement

Generous paid time off

Parental leave

Charitable giving employee match program

Educational assistance

Tuition reimbursement

Learning resources

Bonus opportunities

Qualifications

• 15+ years of industry experience with a focus on Institutional Clients.
• Proven track record in relationship management and consultative selling.

Responsibilities

• Provide strategic consulting to non-profit organizations on retirement programs.
• Maintain high-level client relationships and handle complex client interactions.

Skills

Relationship Building

Consultative Selling

Conflict Resolution

Problem Solving

Strong written and oral communication skills

Client Satisfaction Management

Education

Bachelor’s Degree

Tools

Series 7 License

Series 63 License

Job description

Job Description:

The Job

The Tax-Exempt VP, Managing Director is a collaborative role providing strategic work and consulting to Higher Education, HealthCare and other non-profit organizations, helping enhance the value of their retirement program and ensuring their satisfaction with Fidelity.

The role requires working from home and someone who is comfortable or has had experience working remotely and independently from a personal home-based office or Fidelity Regional Site. The position requires 50% travel.

The Expertise and Skills You Bring

• Bachelor’s Degree with 15+ years of industry experience
• 5+ years of proven track record of working directly with Institutional Clients and/or Participants
• Series 7 & 63 licenses required upfront
• Ability to travel 60% mostly within the West region
• Relationship Building, Consultative Selling, Conflict Resolution and Ability to solve problems
• Strong written and oral communication skills
• Develops and maintains a strong network of business partners across Fidelity
• Handles difficult client interactions for a complex book of business
• Decision making based on long-term view of trends, issues and business implications and cross-Fidelity impacts
• Ability to gain acceptance of ideas and suggestions from senior business executives
• Drives client satisfaction and loyalty via Net Promoter Score
• Develops a comprehensive relationship management strategy, including business planning, for your book of business
• Proactively educates and leads consultants in multi-vendor relationships to position for consolidation at Fidelity
• Creates opportunities to diversify revenue via cross selling, Personalized Planning and Advice, Health Savings accounts, Self-Directed Brokerage, Health & Welfare and Benefits Consulting opportunities
• Holds Annual Business planning and service reviews to be sure we understand client's goals and objectives
• Ability to get things done!!

The Team

The VP, Managing Director sits within the Relationship Management team in Fidelity’s Tax-Exempt business that provides Retirement Plan Services to Non-Profit Organizations. Primary goals include protecting the Fidelity brand name, retention, and revenue generation. This role maintains and builds the highest-level client relationships with key decision makers, influencers and C-suite committee members. The VP handles a Book-of-Business which consists of 10-15 Select/Strategic clients totaling more than $7B in assets. The Fidelity line of business is primarily Retirement but can include additional products and services. The role also leads an internal team of service-based associates and partners across the organization to solve client problems and create solutions.

The base salary range for this position is $112,000-$255,000 per year. Placement 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.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These 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.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Relationship Management