Director – 401K Relationship Manager

Fidelity Investments

. Serve as the primary contact for clients and Plan Sponsors .

Posted 9/22/2026full-timeRemote • United StatesLead💰 $95,000 - $186,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Relationship Management and Client Service within the Retirement/401K industry, with a strong focus on client advocacy, strategic planning, and effective communication. Proficient in analyzing investment architecture and providing tailored recommendations to enhance client satisfaction and operational efficiency.

Highest-signal resume keywords

Series 7 LicenseSeries 63 LicenseRetirement Plan Record KeepingClient Relationship ManagementProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AnalysisPlan Design AlternativesClient Issue ResolutionOperational Defect ManagementClient Feedback Analysis

Soft Skills

Excellent Communication SkillsOrganizational SkillsAttention to DetailPresentation SkillsNegotiation Skills

Certifications & Qualifications

Series 07 - FINRA CertificationSeries 63 - FINRA Certification

Industry Keywords

Retirement Industry401K PlansClient ServiceInstitutional ClientsInvestment Consulting

About the role

Key responsibilities & impact

Serve as the primary contact for clients and Plan Sponsors
Lead, educate, and resolve client issues
Establish and develop positive relationships with institutional clients
Build internal working relationships to support service delivery
Set strategic direction for plans and take ownership and accountability for client relationships
Act as the client's trusted advisor and build relationships with senior decision makers
Plan and conduct effective in-person and/or phone meetings
Analyze and recommend plan design alternatives, including qualified and potentially nonqualified plans
Facilitate discussions regarding legal, regulatory, investment, and plan design issues
Coordinate internal resources to provide client analysis and recommendations
Analyze investment architecture and provide appropriate alternatives
Facilitate Investment Review meetings and collaborate with Investment Consulting
Assist Plan Sponsors with plan corrections, operational defects, PSW navigation, literature, and contribution inquiries
Resolve client problems and produce satisfactory outcomes
Lead the Book of Business with support from Client Service Managers and Testing and Reporting Analysts
Seek client feedback, anticipate concerns, and proactively provide solutions

Requirements

What you’ll need

Associate 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
Excellent organization and time leadership skills
Attention to detail
Problem-solving skills
Presentation, influence, and negotiation skills
Series 07 - FINRA certification
Series 63 - FINRA certification
Fidelity will not provide immigration sponsorship for this position

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 for career development
Bonus or other variable compensation, depending on position and eligibility