Plan Sponsor Managing Director III
Job Description:
Position Description:
Applicants are permitted to work remotely from an at home work site.
Must reside in the San Francisco Bay Area.
Maintains a Book of Business of defined contribution products in a retirement and 401K environment.
Manages, educates, and resolves client issues to establish relationships and meet the needs of plan sponsors.
Assists plan sponsors with plan corrections by resolving operational defects and providing plan and participant literature.
Leads discussions and works cross-functionally to build effective investment strategies and develop solutions that benefit clients and the firm.
Sets strategic goals for plans and demonstrates ownership and accountability for client relationships.
Facilitates discussions with clients regarding legal, regulatory, and design issues across plans.
Provides analysis and recommendations to clients on design alternatives by coordinating internal resources.
Primary
Responsibilities:
Verifies client agreements regarding issues and options.
Implements solutions to develop, manage, and maintain strong client relationships.
Acts as trusted advisor for clients.
Consults with clients on qualified and potentially non-qualified plan design alternatives by analyzing client investment architecture.
Differentiates benefits approach against competitive benefits solutions.
Plans and conducts effective in-person and phone meetings with junior team members.
Mentors junior team members.
Plans, influences, and implements solutions to address business needs.
Identifies key drivers and maintains consistent formal/informal contact with key client decision makers.
Facilitates investment review meetings.
Builds and develops strong internal working relationships to support service delivery.
Performs retirement plan record keeping and administration.
Sets strategic direction for client plans.
Education and
Experience:
No degree and six (6) years of experience as a Plan Sponsor Managing Director III (or closely related occupation) performing retirement and 401K plan record keeping administration.
Or, alternatively, a Bachelor's degree (or foreign education equivalent) in Accounting, Business Administration, Economics, Finance, Statistics, Mathematics, or a closely related field and four (4) years of experience as a Plan Sponsor Managing Director III (or closely related occupation) performing retirement and 401K plan record keeping administration.
Or, alternatively, Master's degree (or foreign education equivalent) in Accounting, Business Administration, Economics, Finance, Statistics, Mathematics, or a closely related field and two (2) years of experience as a Plan Sponsor Managing Director III (or closely related occupation) performing retirement and 401K plan record keeping administration.
Skills and KnowledgeCandidate must also possess:
Demonstrated Expertise (DE) collaborating with plan advisors to develop client solutions; identifying and managing at risk situations by proactively reviewing fees; and collaborating to reduce cost and deepen client relationships using multi-vendor pricing model.
DE administrating plans using mainframe recordkeeping platforms; coordinating plans including corrections, resolving operational defects, Client Website navigation, resolving contribution inquiries, and providing plan and participant literature; and resolving plan issues on behalf of clients.
DE providing plan consultations outlining overall design, employee benefits, and multi-product salesHSA, Student Debt, Managed Account, Workplace Giving, Health and Welfare plans, and product/services offerings; building enduring client loyalty by administrating plans and implementing new services; collaborating with employee resource groups to support and promote corporate values of diversity, equity, and inclusion.
DE facilitating discussions with clients regarding legal, regulatory, and design issues across plans; consulting with clients and their advisors on qualified and non-qualified plan design alternatives; and establishing the strategic direction for plans and record keeping.
#PE1M2Please see below for the salary range for work locations in Colorado only:
N/APlease see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/APlease see below for the salary range for work locations in California only:
N/APlease see below for the salary range for work locations in Washington only:
N/ACertifications:
Company OverviewFidelity 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 UsAt 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.
Recommended Skills Administration Architecture Business Administration Business Requirements Economy Finance Estimated Salary: $20 to $28 per hour based on qualifications.
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