|Job type||Full Time|
|Address||One Destiny Way|
The Vice President, Concierge Team Lead has overall accountability to manage a team of Managing Directors within the Core Market. These Managing Directors are responsible for 401(k) client relationships, generally up to $100m in AUA. The Vice President is also responsible for handling a book of key advisor relationships on behalf of the Core Relationship Management group!
The position involves extensive and ongoing client contact with senior-level client decision makers (CFO, CEO, VP of HR, and advisors) of existing customers, placing a premium on executive presence, benefits and financial services acuity, and consultative sales skills. Focus areas of territory management include, client retention and dedication, revenue growth to include cross selling and relationship risk mitigation. Additional management duties include associate development, performance evaluation, compensation planning and hiring.
While managing a book of key advisor partners, the Concierge must also set an appropriate strategy on an advisor-by-advisor basis for optimizing the amount of time required to support each relationship. And to build effective engagement strategies to drive business results. On active new business, or RFP searches for existing clients, the Concierge will work closely with the sales teams and relationship manager teams to develop strategy with a focus on the role and influence of the advisor relationship.
The Expertise You Have
The Skills You Bring
The Value You Deliver
At Fidelity, we are passionate about 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 associate 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 in order to complete the application or interview process. Please email us at email@example.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
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. Find your Fidelity at fidelitycareers.com.
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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.