Vice President, Managing Director - Stock Plan Services

About the role

The Role In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery!

Responsibilities

• Develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery.
• Guide the service teams towards high client satisfaction, drive operational effectiveness and plan profitability, grow client relationships through value-driven cross-selling initiatives, and strategically position Fidelity's products and services in its Personal and Workplace Investing offerings.
• Effectively work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization.
• Support client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities.
• Provide each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client.
• Manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.
• Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities.

Requirements

• College degree preferred or equivalent work-related experience.
• Ability to acquire Series 7 & 63/65 within the first three months of employment.
• 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry.

Qualifications

• Bring a transparent and credible presence in the Equity Compensation industry.
• Hold a Certified Equity Professional designation is helpful.
• Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills.
• Understand and respond to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues.
• Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.
• Possess a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success.
• Organize and manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.
• Show problem-solving skills.
• Effective presentation skills, influence, and negotiation skills.
• High emotional intelligence and interest in other human beings.
• Desire to roll your sleeves up and work with and for your teammates – Servant Leadership.
• Show self-awareness and shown history of self-improvement.
• Show analytical and critical thinking skills.

Skills

• Ability to acquire Series 7 & 63/65 within the first three months of employment.
• Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry.
• Bring a transparent and credible presence in the Equity Compensation industry.
• Hold a Certified Equity Professional designation is helpful.
• Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills.
• Understand and respond to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues.
• Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.
• Possess a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success.
• Organize and manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.
• Show problem-solving skills.
• Effective presentation skills, influence, and negotiation skills.
• High emotional intelligence and interest in other human beings.
• Desire to roll your sleeves up and work with and for your teammates – Servant Leadership.
• Show self-awareness and shown history of self-improvement.
• Show analytical and critical thinking skills.

Benefits

Fidelity offers a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Pay

The base salary range for this position is $118,000-226,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Schedule

This is a remote position. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.