The Managing Director is responsible for the overall relationship management of a book of institutional equity compensation clients, focusing on client retention, satisfaction, and revenue growth. They will lead service teams, negotiate contract renewals, and strategically position Fidelity's products to meet client needs.
The Director leads advanced planning initiatives and serves as an estate planning expert for high-net-worth clients. They also support regional business development, provide advisor training, and deliver thought leadership within the team.
The Executive Planning Consultant provides comprehensive financial planning and wealth management solutions to executive clients. They are responsible for building and deepening client relationships while delivering personalized guidance on retirement, savings, and investment strategies.
The Retirement Planner educates workplace retirement plan participants on investment strategies and plan benefits to help them achieve long-term financial goals. They conduct needs-based conversations to identify participant objectives and provide personalized guidance on retirement readiness.
The Trading Specialist supports investors with trading, investment, and account-related needs while deepening client relationships. They guide clients through market activity, process complex securities transactions, and provide education to help clients make informed financial decisions.
The Trading Specialist supports investors by providing guidance on market activity and processing complex securities transactions. They also educate clients on financial decisions and identify opportunities to connect them with additional products and solutions.
The Regional Director will drive sales of Fidelity investment products by consulting with financial advisors and providing market insights. They will collaborate with internal partners and specialists to grow market share and retain assets within the assigned territory.
The Executive Planning Consultant builds and deepens relationships with workplace benefit plan clients by providing comprehensive wealth planning solutions. They collaborate with a cross-company team to support executives with financial planning needs, including savings, college, and retirement goals.
The Retirement Planner educates workplace retirement plan participants on investment strategies, employer matching, and retirement readiness. They conduct needs-based conversations to identify financial goals and provide personalized guidance to support long-term retirement objectives.
The Director will provide personalized retirement planning and investment guidance to workplace plan participants to help them achieve financial goals. They will also drive participant engagement and business growth by fostering strong relationships with workplace client organizations.
Manage a client book of business focusing on defined contribution and benefit plans as a trusted advisor. Lead a collective service team to resolve client issues, implement Fidelity solutions, and maintain senior-level executive relationships.
Provision, maintain, and enhance CICS transaction server infrastructures and VSAM data replication on z/OS platforms. Provide technical leadership, mentorship, and strategic direction to the team and business partners.
Drive relationships and sales growth within strategic wirehouse firms by engaging with COIs, private wealth teams, and Regional Directors. Deliver thought leadership, practice management insights, and investment perspectives across various product offerings.
Lead client relationships to provide comprehensive health and welfare support, strategic recommendations, and innovative financial solutions. Co-lead the development of actuarial models and standards while mentoring a team of associates.
Lead client relationships by providing comprehensive health and welfare support, strategic recommendations, and innovative plan design solutions. Manage and mentor a team of associates while collaborating with leadership to expand the client base through RFPs and marketing efforts.
As a Client Support Specialist, you will engage with customers via inbound calls, providing product and service guidance while processing transactions. You will also manage client cases, research issues, and communicate solutions to enhance client financial success.
Engage with customers through inbound calls, addressing inquiries and providing product and service guidance. Collaborate with internal partners to resolve complex client requests and identify opportunities for enhancing client financial success.
As a Client Support Specialist, you will engage with customers to respond to inquiries and provide product and service guidance. You will also manage client cases, research issues, and collaborate with internal partners to resolve complex requests.
As a Client Support Specialist, you will enhance relationships with high-net-worth clients and respond to their inquiries. You will also process customer requests related to various financial products and services.
As a Client Support Specialist, you will engage with customers via inbound calls, providing guidance and processing transactions. You will also manage client cases, research issues, and collaborate with internal partners to resolve complex requests.
As a Client Support Specialist, you will enhance relationships with high-net-worth clients and respond to their inquiries. You will also process customer requests related to various financial products.
As a Client Support Specialist, you will engage with customers to respond to inquiries and provide guidance on products and services. You will also manage client cases, research issues, and collaborate with internal partners to resolve complex requests.
Engage with customers via inbound calls to respond to inquiries and provide product and service guidance. Collaborate with internal partners to resolve complex client requests and identify opportunities for enhancing client financial success.
As a Client Support Specialist, you will engage with customers via inbound calls, responding to inquiries and providing product and service level guidance. You will also process transactions and handle specialized monetary requests.
As a Client Support Specialist, you will engage with customers via inbound calls, providing product and service guidance and processing transactions. You will also manage client cases, research issues, and communicate solutions while identifying opportunities to enhance clients' financial success.
As a Client Support Specialist, you will enhance relationships with high-net-worth clients and help increase customer loyalty. You will engage with customers through inbound calls, responding to inquiries and processing requests.
As a Client Support Specialist, you will engage with high net worth clients, responding to inquiries and processing transactions. You will also collaborate with internal partners to resolve complex client requests and identify opportunities for enhancing client financial success.
As a Client Support Specialist, you will engage with customers to respond to inquiries and provide product and service guidance. You will also manage client cases, research issues, and collaborate with internal partners to resolve complex requests.
As a Client Support Specialist, you will engage with high net worth clients, responding to inquiries and processing transactions. Your role will focus on enhancing customer loyalty and driving business development opportunities.
As a Client Support Specialist, you will engage with customers via inbound calls, providing product and service guidance while processing transactions. You will also manage client cases, research issues, and communicate solutions to enhance client financial success.
You will support the recruitment lifecycle with a strong focus on sourcing and candidate engagement, collaborating with hiring managers over time. Your role includes expanding and nurturing the talent network through proactive market research and ongoing relationship management.
