Career Services

By John Stabinger
Posted on 2 April 2020 | 2:40 pm
Alumni / Benefits & Services / Alumni Career Services

Alumni Career Services

Vice President, Equity Compensation Relationship Manager
Fidelity Investments
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Vice President, Equity Compensation Relationship Manager

Fidelity Investments

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Details
Posted:
February 18, 2021
Location:
San Francisco, California
Salary:
Open
Type:
Full Time
Job Description:
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!

The Expertise We're Looking For
  • 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.
  • Certified Equity Professional designation is helpful.
The Purpose of Your Role
The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, leading the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings.

The Skills You Bring
  • Ability to successful work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization.
  • Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills.
  • Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success.
  • Organization and time management skills and attention to detail.
  • Demonstrated 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
  • Self-awareness and shown history of self-improvement
  • Analytical and critical thinking skills
The Value You Deliver
  • Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client.
  • Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results.
  • Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities.
  • Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients.
  • Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client
  • Procuring a detailed working knowledge of all types of equity compensation plans and works consultatively with clients to assist them towards industry best practices environment.
  • Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities.
How Your Work Impacts the Organization
Focusing on understanding and responding to client needs. Assume a consultative role to acquire a clear understanding of the business need and the client's perception of relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.

Company Overview
At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Certifications:

Company Overview
At Fidelity, we are focused on 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 experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Internal Number: 10286749
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