Managing Director

Covington, KY
March 22 2019
In thisrole you will develop strong relationships with institutional clients and buildinternal working relationships with Fidelity personnel in support of servicedelivery.

The Team

TheManaging Director focuses on understanding and responding to client needs. Inthis position you assume a consultative role to acquire a clear understandingof the business need and the client's perception of relevant issues. You willensure client satisfaction by seeking feedback and anticipate issues and/orconcerns to proactively provide solutions.

The ExpertiseYou Have
  • Collegedegree preferred or equivalent work-related experience.
  • Series7 & 63 required.
  • 5+years of Relationship Management or Client Service experience; preferablywithin Retirement/401K industry.

The Skills You Bring
  • Your retirement plan record keeping andadministration experience.
  • Your relationship management experience.
  • You have excellent verbal and writtencommunication skills.
  • Your excellent organization and timemanagement skills and attention to detail.
  • You have demonstrated problem-solving skills.
  • Your effective presentation skills, influenceand negotiation skills.

The Value You Deliver
  • Verifying client agreement about the issuesand options before implementing with solutions. Developing, managing andmaintaining strong client relationships.
  • Building strong partnerships based on sharedcommitment to mutual goals. Sets the strategic direction for the plan anddemonstrates ultimate ownership and accountability for the client relationship.Acts as the client's "trusted advisor".
  • Building client relationship to highest levelof decision makers.
  • Planning and conducting effective in-personand/or phone meetings.
  • Makes thorough plans and preparations forclient meetings.
  • Properly planning, influencing, andimplementing Fidelity solutions to address needs.
  • Differentiating Fidelity's benefits approachagainst competitive benefit solutions.
  • Facilitating discussions with clientsregarding legal, regulatory and design issues across the plan. Consults withclients on qualified and potentially nonqualified plan design alternatives.
  • Coordinating internal resources to provideanalysis and recommendations to clients on design alternatives.
  • The MD is responsible for analyzing theclient's investment architecture and providing appropriate alternatives.
  • Identifying key drivers and maintainsconsistent formal/informal contact with key client decision makers.
  • Actively facilitating Investment Reviewmeetings.
  • Working closely and actively leadsdiscussions with Investment Consulting to create effective investmentstrategies and develop solutions that benefit clients/Fidelity.
  • Assisting Plan Sponsors with plancorrections, resolving operational defects, PSW navigation, providing plan andparticipant literature, and contribution inquiries.
  • The MD is expected to own the clientrelationships for which they are accountable.
  • This includes problem resolution on behalf ofclients to produce a satisfactory outcome.
  • The MD is considered the lead associate forthe Book of Business with supporting functions (Client Service Manager, Testingand Reporting Analyst) providing services through the MD to the client.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. W e are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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