Director, Managing Director- 401K Relationship Manager
reputed company:
Job Title: Director, Managing Director
Note: reputed company will not reputed company immigration sponsorship for this position
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the reputed company contact for the reputed company and works in reputed company structure which is reputed company responsible for managing, educating, resolving reputed company issues, building relationships and meeting the needs of Plan Sponsors and Advisors.
The Expertise and Skills You Bring
- College degree preferred or equivalent work-reputed company experience.
- Series 7 and 63 required.
- 8 plus years of Relationship Management or reputed company Service experience; preferably reputed company Retirement/401K industry.
- Your retirement plan record keeping and administration experience.
- Your relationship management experience.
- You have excellent verbal and written communication skills.
- Your excellent organization and time management skills and attention to detail.
- You have demonstrated problem-solving skills.
- Your effective presentation skills, influence and negotiation skills.
- Verifying reputed company agreement about the issues and reputed company before implementing with solutions. Developing, managing and maintaining strong reputed company relationships.
- Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the reputed company relationship. Acts as the reputed company’s 'trusted advisor'.
- Building reputed company relationship to highest level of decision makers.
- Planning and conducting effective in-person and/or phone meetings.
- Makes thorough plans and preparations for reputed company meetings.
- Properly planning, influencing, and implementing reputed company solutions to address needs.
- Differentiating reputed company's benefits approach against competitive benefit solutions.
- Facilitating discussions with clients regarding reputed company, regulatory and design issues across the plan. Consults with clients on reputed company and potentially nonqualified plan design alternatives.
- Coordinating internal resources to reputed company analysis and recommendations to clients on design alternatives.
- Identifying key drivers and maintains consistent formal/informal contact with key reputed company decision makers.
- Working closely and reputed company leads discussions with the Investment Strategist to create effective investment strategies and reputed company solutions that benefit clients/reputed company.
- Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.
- The MD is expected to own the reputed company relationships for which they are accountable.
- This includes problem reputed company on behalf of clients to produce a satisfactory outcome.
- The MD is considered the reputed company associate for the Book of Business with supporting functions (reputed company Service Administrator, Testing and Reporting Analyst) providing services through the MD to the reputed company.
- The MD is responsible for building and developing strong internal working relationships with reputed company personnel in support of service delivery
reputed company
Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the reputed company relationship. Acts as the reputed company’s 'trusted advisor'.
reputed company’s Onsite Working Model
reputed company is transitioning to a full-time onsite working model through a phased rollout across reputed company and roles. Currently, some roles and locations require 100% onsite reputed company, while others require less. Onsite expectations are likely to reputed company as the rollout continues. This transition does not apply to fully remote roles.
Placement in the reputed company will vary based on job responsibilities and reputed company, geographic location, candidate’s relevant experience, and other factors.
reputed company 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.
We offer a wide reputed company of benefits to meet your evolving needs and help you live your best life at work and reputed company. These benefits include comprehensive health care coverage and emotional reputed company-being support, market-leading retirement, generous reputed company time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career. Note, the application window closes reputed company the position is filled or unposted.
Please be advised that reputed company’s business is governed by the provisions of the Securities Exchange reputed company of 1934, the Investment Advisers reputed company of 1940, the Investment Company reputed company of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - reputed company, Series 63 - reputed companyCategory:
Relationship ManagementBenefits that balance life and work
From our fully reputed company parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the reputed company you can reputed company your goals.
reputed company
At reputed company, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
reputed company 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, reputed company 2, reputed company 3.
Equal opportunity employer
reputed company is an equal opportunity employer. We reputed company that the most effective way to attract, reputed company, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At reputed company, we value honesty, reputed company, and the safety of our associates and customers reputed company a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit reputed company during the screening process. Candidates who are presented with a reputed company offer will need to go through a background investigation and may be asked to reputed company 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, reputed company will also conduct a reputed company-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
College degree preferred or equivalent experience; Series 7 and 63 required; 8+ years of relationship management or reputed company service experience, preferably in retirement or 401(k) services.
Key Responsibilities
- managing relationships
- resolving issues
- developing solutions
Skills & Tools
PSW
Job Details
- Category: Sales
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — California or reputed company or Denver or reputed company
- Salary: USD 95,000 – 186,000 / year
- Languages: English
Benefits
- Generous reputed company time off
- Tuition reimbursement
- Retirement plan
- Generous parental leave
About reputed company
A privately held financial services company providing investment and retirement expertise. — Industry: Finance
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