Description

Job Description:

Please Note: We are unable to provide visa sponsorship for this role

The Fidelity 529 business offers direct-sold education savings plans to customers in 5 covered states (MA, NH, CT, DE and AZ) and nationally to help them save more effectively for one of life's biggest expenses. The 529 relationship management team owns the relationships and engages directly with our state sponsors to increase satisfaction and improve outcomes for end customers and state plans.

Key Responsibilities Include:

• Serve as primary relationship manager for a subset of state sponsors, addressing recurring and ad-hoc needs, ensuring all plan sponsor requests are addressed, and keeping plan sponsors up to date on all relevant changes to the product or industry developments
• Lead monthly and quarterly meetings with clients to review plan and investment performance
• Take ownership, along with the 529 Product team to provide inputs into potential product enhancements based on feedback from state sponsors
• Partner with Marketing team in state-level marketing plan development and ongoing adjustments
• Coordinate and participate in state board meetings which include additional government representatives
• Represent the state and programs in public appearances
• Identify and build relationships with key decision-makers at target states to influence bid plans, more effectively prepare for upcoming RFPs and win new state plans
• Partner with appropriate internal stakeholders to integrate 529 offerings in appropriate employer plans
• Work with Investment management team to make adjustments to product offerings and updates
• Increase Fidelity's leadership position within key industry organizations, including NAST, CSF and MSRB
• Attend relevant industry conferences to build relationships and learn from industry peers and state plan sponsors , with potential speaking slots at industry conferences (e.g. alongside a current client)
• Keep all customer-facing associates updated on latest 529 enhancements
  

The Expertise You Bring:

• At least 3-5+ years of relationship management experience.
• 5-7+ years of end-to-end product management experience is preferred
• A background in/experience with 529 plans would be a big plus but not required.
• Executive level written and verbal
  communication skills
• Ability to work both strategically and tactically as necessary.
• Candidates must either presently hold a Series 6 or 7 and a Series 63 License or obtain them within 90 days of employment.
  

The Team

Fidelity Wealth's Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth's customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
The base salary range for this position is $100,000 - $155,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Relationship Management



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