Jul 08, 2025
Fidelity Investments
Job Description: The Director, Managing Director (MD) is entrusted with a book of business of defined contribution plans aligned to key Core Market advisor relationships. The books of business will vary based on each advisor, but typically comprise of 25 - 35 plan sponsor relationships and 5 - 7 advisor relationships. Plan sizes supported range from $20m plans to $100M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery. The Purpose of Your Role The Managing Director is the primary contact for their client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. Travel is required, approximately 35% of the time. The Expertise You Have We require...
Professional Diversity Network
GA
Full-Time