401K Relationship Manager

Job Summary

A company is looking for a Director, Managing Director- 401K Relationship Manager.

Key Responsibilities:

• Managing client relationships, resolving issues, and meeting Plan Sponsors’ needs
• Developing and implementing Fidelity solutions for clients
• Facilitating discussions on legal, regulatory, and design issues with clients

Required Qualifications:

• College degree preferred or equivalent work experience
• Series 7 & 63 certifications required
• 8+ years of Relationship Management or Client Service experience in Retirement/401K industry
• Experience in retirement plan record keeping and administration
• Experience in building client relationships and partnerships