Equity Compensation Relationship Manager

United States
March 09 2018

The Expertise We're Looking For

  • Certified Equity Professional designation is preferred

  • A Bachelor's degree and an MBA or equivalent is preferred.

  • Series 7 and 63/65 NASD licenses or the agreement to obtain within 3 months.

  • 10 years of professional experience in the areas of relationship management, equity compensation and/or financial services.

  • Previous Equity Compensation experience is preferred.

The Purpose of Your Role

The primary activities are focused on cultivating relationships with the key decision makers, managing the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, bolstering client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings.

The Skills You Bring

  • Successful at working in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization.

  • Proven ability to provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills.

  • Possesses a true commitment to customer satisfaction, has an unsurpassed sense of urgency, and views change as an integral component of corporate success.

The Value You Deliver

  • Monitors client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client.

  • Manages client profitability through periodic evaluations of key revenue and expense drivers, and strategically works to implement proactive steps towards achieving the desired results.

  • Develops a strategy and negotiates contracts either proactively or through formal rebid activities.

  • Works with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients.

  • Provides each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client

  • Partners with business colleagues in Personal and Workplace Investing to ensure we are working towards the same goals to bring the client the collection of services, knowledge, and information they need from the combined relationship team.

  • Procures a thorough working knowledge of all types of equity compensation plans and works consultatively with clients to assist them towards industry best practices environment.

  • Participates in new client plan and product implementations

  • Stays current of changes, updates and trends in the equity compensation and benefits industry, ensuring a good working knowledge of Fidelity's offering and an understanding of our competitors.

  • Develops a sophisticated understanding of the business, culture, politics and nuances of each assigned client.

  • Participates in sales meetings as an extension of the sales team

  • Supports client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities.

How Your Work Impacts the Organization

The Equity Compensation Managing Director (MD) has overall accountability for the service relationship and with driving success with a book of institutional equity compensation plan clients.

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