Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
VP, Managing Director- Tax-Exempt Market -REMOTE- Central US image - Rise Careers
Job details

VP, Managing Director- Tax-Exempt Market -REMOTE- Central US

Job Description:

The Job

The Tax-Exempt VP, Managing Director is role provides a great opportunity to be collaborative and provide strategic work and consulting to Higher Education, HealthCare and other non-profit organizations in order to help them enhance the value of their retirement program and ensure their satisfaction with Fidelity!

The position requires working from home and someone who is comfortable or has had experience working remotely and independently from a personal home-based office or Fidelity Regional Site. The position requires 50% travel. #REMOTE

The Expertise and Skills You Bring

  • Bachelor’s Degree with 15+ years of industry experience
  • 5+years of consistent track record, working directly with Institutional Clients and/or Participants
  • FINRA Series 7 & 63 licenses required upfront
  • Ability to travel 60% mostly within Mountain West and West region
  • Relationship Building , Consultative Selling , Conflict Resolution and Problem Solving skills
  • Strong written and oral communication skills
  • Develops and maintain a strong network of business partners across Fidelity
  • Handles difficult client interactions and solves clients problems for a complex book of business
  • Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts
  • Influences and gains acceptance of ideas and suggestions made to senior business executives
  • Drives client satisfaction and loyalty via Net Promoter Score
  • Develops a comprehensive relationship management strategy, including business planning, for your book of business
  • Educates and manages consultants in multi-vendor relationships to position for consolidation at Fidelity
  • Creates opportunities to diversify revenue via cross selling, Personalized Planning and Advice, Health Savings accounts, Self-Directed Brokerage, Health & Welfare and Benefits Consulting opportunities
  • Holds Annual Business planning and service reviews to be sure we understand client's goals and objectives
  • Gets things done!

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

The VP, Managing Director is part of the Relationship Management team in Fidelity’s Tax-Exempt business which is provides Retirement Plan Services to Non-Profit Organizations. Primary goals include protecting the Fidelity brand name, retention, and revenue generation. This role maintains and builds the highest-level client relationships with key decision makers, influencers and C- suite committee members. The VP handles a Book-of-Business which consists of 10-15 Select/Large clients totaling more than $5B in assets. The Fidelity line of business is primarily Retirement but can include additional products and services. The role also leads an internal team of service-based associates and partners across the organization to solve client problems and create solutions.

The base salary range for this position is $112,000-$255,000 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.

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.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Relationship Management

Average salary estimate

$183500 / YEARLY (est.)
min
max
$112000K
$255000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs

Join Fidelity as a Pension Analyst to lead client-facing teams in optimizing Defined Benefit operations while ensuring top-notch service delivery.

FMR Remote Westlake, TX
Posted 13 days ago

As a Senior Risk Manager at Fidelity, you'll lead initiatives to identify and mitigate risks within HR and payroll compliance.

Photo of the Rise User
Posted 13 days ago
Customer-Centric
Rapid Growth
Diversity of Opinions
Reward & Recognition
Friends Outside of Work
Inclusive & Diverse
Empathetic
Feedback Forward
Work/Life Harmony
Casual Dress Code
Startup Mindset
Collaboration over Competition
Fast-Paced
Growth & Learning
Open Door Policy
Rise from Within
Maternity Leave
Paternity Leave
Flex-Friendly
Family Coverage (Insurance)
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
401K Matching
Paid Holidays
Paid Sick Days
Paid Time-Off

Kick-start your career in telecommunications as an Account Manager Trainee in Riverview, FL, where you'll engage customers and build lasting relationships.

Photo of the Rise User
Posted 13 days ago

AccountStaff is looking for an Entry Level Office Coordinator to assist with administrative duties at a client in Warrendale, PA.

Join Every Word Code as a motivated Junior Account Representative to support client relationships and contribute to strategic communication efforts.

Photo of the Rise User

Join RRD as a Manager in GO Creative Client Services, where you'll enhance customer interactions and support dynamic team performance.

Photo of the Rise User
Posted 2 days ago
Dental Insurance
Vision Insurance
Performance Bonus
Paid Holidays

As an Account Manager at Centerfield, you'll drive account growth and foster relationships in a dynamic remote work environment.

Photo of the Rise User
Posted 7 days ago

Join LinkedIn as an SMB Account Manager to drive client success and optimize contract renewals in a hybrid work environment.

Posted 2 days ago

M&T Bank seeks a proactive Relationship Banker in Damascus, MD to enhance customer experience and grow new client relationships.

Join Towne Park as an Account Manager to lead and enhance client relations at the Omni Nashville Hotel while ensuring top-tier service delivery.

Photo of the Rise User
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development
Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)
MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
April 13, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY