VP, Managing Director- Tax-Exempt Market -REMOTE- Central US

About the position

The Tax-Exempt VP, Managing Director is role provides a great opportunity to be collaborative and provide strategic work and consulting to Higher Education, HealthCare and other non-profit organizations in order to help them enhance the value of their retirement program and ensure their satisfaction with Fidelity! The position requires working from home and someone who is comfortable or has had experience working remotely and independently from a personal home-based office or Fidelity Regional Site. The position requires 50% travel.

Responsibilities

• Develop and maintain a strong network of business partners across Fidelity.
• Handle difficult client interactions and solve clients' problems for a complex book of business.
• Make decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
• Influence and gain acceptance of ideas and suggestions made to senior business executives.
• Drive client satisfaction and loyalty via Net Promoter Score.
• Develop a comprehensive relationship management strategy, including business planning, for your book of business.
• Educate and manage consultants in multi-vendor relationships to position for consolidation at Fidelity.
• Create opportunities to diversify revenue via cross selling, Personalized Planning and Advice, Health Savings accounts, Self-Directed Brokerage, Health & Welfare and Benefits Consulting opportunities.
• Hold Annual Business planning and service reviews to ensure understanding of client's goals and objectives.

Requirements

• Bachelor's Degree with 15+ years of industry experience.
• 5+ years of consistent track record, working directly with Institutional Clients and/or Participants.
• FINRA Series 7 & 63 licenses required upfront.
• Ability to travel 60% mostly within Mountain West and West region.
• Strong written and oral communication skills.
• Relationship Building, Consultative Selling, Conflict Resolution and Problem Solving skills.

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.