[Hiring] Vice President, Managing Director - Stock Plan Services @Fidelity Investments

Role Description

In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery!

• The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients.
• Passionate about cultivating relationships with key decision makers.
• Guiding service teams towards high client satisfaction.
• Driving operational effectiveness and plan profitability.
• Growing client relationships through value-driven cross selling initiatives.
• Strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings.
• Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption.
• Supervising client satisfaction and facilitating the timely resolution of client issues.
• Leading client profitability through periodic evaluations of key revenue and expense metrics.
• Developing a strategy and negotiating contract renewals.
• Working with business partners to develop programs to increase households and conversions.
• Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service.
• Procuring a detailed understanding of all types of equity compensation plans.
• Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs, and other similar major corporate activities.

Qualifications

• 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 is helpful.
• Provide a 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.
• Develop and maintain strong client relationships across multiple client constituencies.
• Possessing a true dedication to customer satisfaction.
• Organization and time-management skills and attention to detail.
• Shown problem-solving skills.
• Effective presentation skills, influence, and negotiation skills.
• High emotional intelligence and interest in other human beings.
• Desire to roll your sleeves up and work with and for your teammates.
• Self-awareness and shown history of self-improvement.
• Analytical and critical thinking skills.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.
• Learning resources to develop your career.

Company Description

As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business!

• Fidelity Stock Plan Services & Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business.
• It is a 650+ person, vertically integrated in the Workplace Investing (WI) division.
• Manages relationships with 750+ clients and 2.7+M participants in 198 countries.
• Includes 150 S&P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.