Vice President, Managing Director – Stock Plan Services
Job Description:
- Develop positive relationships with Equity Compensation clients
- Build internal working relationships with Fidelity personnel in support of service delivery
- Supervise client satisfaction and facilitate the timely resolution of client issues
- Lead client profitability through evaluations of key revenue and expense metrics
- Negotiate contract renewals and collaborate with business partners
- Develop programs to increase households and conversions
- Provide formal plan reviews to clients
- Support client needs for corporate actions
Requirements:
- College degree preferred or equivalent work-related experience
- 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
- Transparent and credible presence in the Equity Compensation industry
- Certified Equity Professional designation is helpful
- Provide a strategic perspective on comprehensive employee benefit solutions for large corporations
- Must have well-developed communication, project management, consulting, and leadership skills
- Focused on understanding and responding to client needs
- Ability to successfully work in a matrix management environment
- Develop and maintain strong client relationships across multiple client constituencies
Benefits:
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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