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Posted: 10/20/2026Director – 401K Relationship Manager
Fidelity InvestmentsCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Relationship Management and Client Service within the Retirement/401K industry, with a strong focus on client education, issue resolution, and strategic planning. Proficient in facilitating discussions on legal and regulatory issues while providing tailored investment strategies and solutions.
Highest-signal resume keywords
Series 7 LicenseSeries 63 LicenseRetirement Plan Record KeepingClient Relationship ManagementProblem-Solving Skills
About the role
Key responsibilities & impact- Serve as the primary contact for clients and lead a team structure responsible for client education, issue resolution, relationship management, and Plan Sponsor needs
- Develop positive relationships with institutional clients and internal Fidelity personnel
- Set strategic direction for plans and act as the client’s trusted advisor
- Build relationships with senior client decision makers
- Plan and conduct effective in-person and/or phone meetings
- Prepare detailed plans for client meetings
- Plan, influence, and implement Fidelity solutions
- Differentiate Fidelity’s benefits approach from competing benefit solutions
- Facilitate discussions on legal, regulatory, and plan design issues
- Consult on qualified and potentially nonqualified plan design alternatives
- Coordinate internal resources for client analysis and recommendations
- Analyze investment architecture and provide appropriate alternatives
- Identify key drivers and maintain formal and informal contact with client decision makers
- Facilitate Investment Review meetings
- Lead discussions with Investment Consulting to develop investment strategies and client solutions
- Assist Plan Sponsors with plan corrections, operational defects, PSW navigation, plan and participant literature, and contribution inquiries
- Resolve client problems and produce satisfactory outcomes
- Act as lead associate for the Book of Business while coordinating supporting functions
- Seek client feedback, anticipate issues, and proactively provide solutions
Requirements
What you’ll need- Must hold Series 7 and Series 63 licenses
- 3-5+ years of Relationship Management or Client Service experience preferred, preferably within the Retirement/401K industry
- Retirement plan record keeping and administration experience
- Relationship management experience
- Excellent verbal and written communication skills
- Strong organization and time leadership skills and attention to detail
- Problem-solving skills
- Presentation, influence, and negotiation skills
- Fidelity will not provide immigration sponsorship for this position
- Candidates may be subject to restrictions related to certain Criminal Histories under applicable laws and regulations
Benefits
Comp & perks- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement benefits
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
- Bonus or other variable compensation may be included depending on position and eligibility
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan AdministrationInvestment Architecture AnalysisPlan Design ConsultationClient Meeting PreparationInvestment Strategy Development
Soft Skills
Excellent Communication SkillsStrong Organization SkillsTime Leadership SkillsPresentation SkillsNegotiation Skills
Certifications & Qualifications
Series 7 LicenseSeries 63 License
Industry Keywords
Retirement Industry401K PlansClient EducationIssue ResolutionPlan Sponsor Needs