Senior 401(k) Relationship Director

Fidelity Investments Inc.; Mountain Home (TX); On-site; USD 140,000 - 210,000; Full time

Job summary

Fidelity Investments Inc. seeks a Director, Managing Director-401K Relationship Manager to act as the primary client contact for plan sponsors, leading a team to deliver retirement services and investment solutions.

This onsite role requires Series 7 and 63 licenses, 3–5+ years' experience in relationship management within retirement/401(k), and exceptional communication, organization, and problem-solving skills to build trusted advisor relationships.

Qualifications

• Must hold Series 7 and 63 licenses.
• 3–5+ years of Relationship Management or Client Service experience in Retirement/401(k).
• Experience with retirement plan record keeping and administration.
• Excellent verbal and written communication skills.
• Strong organization and attention to detail.

Responsibilities

• Serve as primary client contact and lead relationships with plan sponsors.
• Educate, resolve client issues and meet client needs in a team setting.
• Coordinate with Fidelity teams to deliver service and investment solutions.
• Plan and conduct effective in-person and/or phone client meetings.
• Assist with investment strategy discussions and plan design considerations.

Skills

Relationship management

Client service

Verbal and written communication

Problem-solving

Education

Series 7 license

Series 63 license

Retirement/401(k) industry experience

Job description

Fidelity Investments Inc. seeks a Director, Managing Director-401K Relationship Manager to act as the primary client contact for plan sponsors, leading a team to deliver retirement services and investment solutions.

This onsite role requires Series 7 and 63 licenses, 3–5+ years' experience in relationship management within retirement/401(k), and exceptional communication, organization, and problem-solving skills to build trusted advisor relationships.