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VP, Equity Compensation Relationship Manager - WEST REGION

Company: Fidelity Investments
Location: Sacramento
Posted on: September 15, 2023

Job Description:

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 service relationship and with driving success with 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.
    • Excellent verbal and written communication skills.
    • Organization and time management skills and attention to detail.
    • Demonstrated problem-solving skills.
    • Effective presentation skills, influence and negotiation 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 drivers, and strategically works to implement proactive steps towards achieving the desired results.
      • Developing a strategy and negotiates contracts 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.
      • Participating in new client plan and product implementations
      • Developing a sophisticated understanding of the business, culture, politics and nuances of each assigned client.
      • Participating in sales meetings as an extension of the sales team
      • 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.Certifications:Series 07 - FINRA, Series 63 - FINRACompany OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling \u0022.\u0022We invite you to Find Your Fidelity at .Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to--, or by calling 800-835-5099, prompt 2, option 3.

Keywords: Fidelity Investments, Sacramento , VP, Equity Compensation Relationship Manager - WEST REGION, Accounting, Auditing , Sacramento, California

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