Vice President, Managing Director – Stock Plan Services
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Job Description
Managing Director leading client relations in Stock Plan Services for Fidelity. Focused on client satisfaction, relationship growth, and operational effectiveness in equity compensation.
Responsibilities:
- develop positive relationships with Equity Compensation clients
- build internal working relationships with Fidelity personnel in support of service delivery
- accountable for the relationship of a book of institutional equity compensation plan clients
- guide the service teams towards high client satisfaction
- drive operational effectiveness and plan profitability
- grow client relationships through value-driven cross selling initiatives
- develop strategy and negotiate contract renewals
- work with business partners to develop programs to increase households and conversions
- provide each client with a formal plan review
- support client needs to facilitate corporate actions such as mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities
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
- 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 including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement
- Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions
- Effective presentation skills, influence, and negotiation skills
- Desire to roll your sleeves up and work with and for your teammates
- Self-awareness and shown history of self-improvement
- Analytical and critical thinking 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 to develop your career
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