Vice President, Managing Director - Stock Plan Services at Fidelity Investments

New York, New York, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Equity CompensationIndustries

Requirements

College degree preferred or equivalent work-related experience
Ability to acquire Series 7 & 63/65 within the first three months of employment
10+ years of Relationship Management or Client Service experience, preferably within Equity Compensation/Retirement/401K industry
Transparent and credible presence in the Equity Compensation industry (Certified Equity Professional designation helpful)
Strategic perspective on comprehensive employee benefit solutions for large corporations
Well-developed communication, project management, consulting, and leadership skills
Ability to work in a matrix management environment and build credibility internally and externally at all levels
Organization and time-management skills with attention to detail
Ability to manage multiple, sometimes conflicting priorities, balancing client and organizational needs
Proven problem-solving skills
Effective presentation, influence, and negotiation skills
High emotional intelligence and interest in other human beings
Desire for servant leadership, self-awareness, and history of self-improvement

Responsibilities

Develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel to support service delivery
Maintain overall accountability for the relationship of a book of institutional equity compensation plan clients
Cultivate relationships with key decision makers
Guide service teams towards high client satisfaction
Drive operational effectiveness and plan profitability
Grow client relationships through value-driven cross-selling initiatives
Strategically position Fidelity's products and services in Personal and Workplace Investing offerings
Focus on client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product/services adoption
Understand and respond to client needs in a consultative role to grasp business needs and client perceptions
Ensure client satisfaction by seeking feedback, anticipating issues/concerns, and proactively providing solutions
Develop and maintain strong client relationships across multiple constituencies (HR, Total Rewards, Compensation, Treasury, Legal, Procurement)
Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency/alignment in execution of client objectives and Fidelity priorities

Skills

Relationship Management

Equity Compensation

Client Retention

Revenue Growth

Series 7

Series 63

Series 65

Financial Services

Executive Presence

Cross Selling

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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