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Vice President, Managing Director – Stock Plan Services

Remote · USA Full-time New today

Job Description:

  • Develop positive relationships with Equity Compensation clients
  • Build internal working relationships with Fidelity personnel in support of service delivery
  • Supervise client satisfaction and facilitate the timely resolution of client issues
  • Lead client profitability through evaluations of key revenue and expense metrics
  • Negotiate contract renewals and collaborate with business partners
  • Develop programs to increase households and conversions
  • Provide formal plan reviews to clients
  • Support client needs for corporate actions

Requirements:

  • College degree preferred or equivalent work-related experience
  • Ability to acquire Series 7 & 63/65 within the first three months of employment
  • Bring 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 is helpful
  • Provide a strategic perspective on comprehensive employee benefit solutions for large corporations
  • Must have well-developed communication, project management, consulting, and leadership skills
  • Focused on understanding and responding to client needs
  • Ability to successfully work in a matrix management environment
  • Develop and maintain strong client relationships across multiple client constituencies

Benefits:

  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

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