Director, Managing Director- 401K Relationship Manager

CA Work From Homeremotedirector$95K$186K

Posted today · via Workday

About this role

Job Description: Job Title : Director, Managing Director Note: Fidelity will not provide 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 primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors. The Expertise and Skills You Bring College degree preferred or equivalent work-related experience. Series 7 and 63 required. 8 plus years of Relationship Management or Client Service experience; preferably within Retirement/401K industry. Your retirement plan record keeping and administration experience.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is director-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is remote-eligible — we factor in your stated location and time-zone overlap.

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