Managing Director, 401(k) Relationship Leader

Soteria Reinsurance Ltd.; Covington (KY); On-site; USD 150,000 - 190,000; Full time

Job summary

Fidelity Investments in Covington, KY, seeks a Managing Director, 401(k) Relationship Manager to manage a book of 40–50 client relationships with $10–$40M in assets. You will develop strong ties with Plan Sponsors and Advisors and coordinate with Fidelity personnel to ensure superior service delivery.

The role requires ~35% travel and active leadership in client meetings. The MD will advocate for clients, guide plan design discussions, and work with internal teams to address regulatory and

Qualifications

• 3+ years of Relationship Management or Client Service experience.
• Retirement/401(k) industry experience preferred.
• Strong verbal and written communication skills.
• Excellent organization and time management with attention to detail.

Responsibilities

• Develop and manage 40–50 client relationships with defined contribution plans.
• Serve as primary client contact and coordinate with Fidelity teams for service delivery.
• Lead meetings with Plan Sponsors and Advisors; present solutions and recommendations.
• Travel approx. 35% to meet with clients and stakeholders.

Skills

Relationship management

Client service

Communication

Organization

Problem solving

Presentation

Negotiation

Advisor collaboration

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 66

Job description

Fidelity Investments in Covington, KY, seeks a Managing Director, 401(k) Relationship Manager to manage a book of 40–50 client relationships with $10–$40M in assets. You will develop strong ties with Plan Sponsors and Advisors and coordinate with Fidelity personnel to ensure superior service delivery.

The role requires ~35% travel and active leadership in client meetings. The MD will advocate for clients, guide plan design discussions, and work with internal teams to address regulatory and