Jan 25, 2025
Fidelity Investments
Job Description: Role The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. The Expertise and Skills We're Looking For College degree preferred or equivalent work-related experience. Series 7 & 63 required. 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry. Your retirement plan record keeping and administration experience. Your relationship management experience. You have excellent verbal and written communication skills. Your excellent organization and time management skills and attention to detail. You have demonstrated problem-solving skills. Your effective presentation skills, influence and negotiation...
Professional Diversity Network
Los Angeles, CA, USA
Full-Time