Managing Director, Tax-Exempt Market

Fidelity Investments

. Provide planning and consulting to Higher Education, HealthCare, and non-profit organizations .

Posted 9/17/2026full-timeRemote • Connecticut • United StatesLead💰 $95,000 - $186,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and strategic consulting within the Higher Education, HealthCare, and non-profit sectors, with a strong focus on enhancing client satisfaction and benefits program value. Proven ability to lead teams, manage significant client portfolios, and navigate industry trends to deliver tailored solutions.

Highest-signal resume keywords

Client Relationship ManagementStrategic ConsultingSeries 7 LicenseSeries 63 LicenseRetirement Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Service ExperienceBusiness PlanningPlan DesignPlan AnalyticsOperational Efficiency

Soft Skills

Problem ResolutionCommunicationCollaborationProactive SolutionsRelationship Building

Certifications & Qualifications

Bachelor's DegreeSeries 7 LicenseSeries 63 License

Industry Keywords

Higher EducationHealthCareNon-Profit OrganizationsDefined Contribution AssetsTax-Exempt Plan Sponsors

About the role

Key responsibilities & impact

Provide planning and consulting to Higher Education, HealthCare, and non-profit organizations
Improve the value of clients' benefits programs and ensure client satisfaction
Build, maintain, and develop relationships with key decision makers, influencers, and C-suite committee members
Manage a book of business comprising 25–30 Eastern-region clients with approximately $30m–$100m in defined contribution assets
Seek feedback, anticipate client needs, and proactively provide solutions
Engage key decision makers and advisors/consultants to understand client needs and opportunities
Monitor trends impacting client satisfaction and develop response plans
Maintain awareness of client business, competition, industry, and marketplace changes
Lead external business planning and service reviews
Position products and services to support clients' benefits goals
Work with consultants on inquiries, plan sponsor presentations, plan design, products, technology, customer issues, fund changes, revenue requirements, pricing, thought leadership, and plan analytics
Build long-term relationships with consultants and advisors in partnership with Consultant Relations
Collaborate with business partners to drive operational accuracy, efficiency, and problem resolution
Lead internal teams in resolving client problems and offering solutions

Requirements

What you’ll need

Bachelor's Degree
12+ years of overall work experience
5+ years of Participant or Client Service experience, preferably within the retirement industry
Series 7 license required upfront
Series 63 license required upfront
Experience working directly with Tax-Exempt Plan Sponsors and Participants is helpful but not required
Ability to work remotely and independently from a personal home-based office
Ability to travel 25–50%
No immigration sponsorship provided

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, and learning resources
Bonus or other variable compensation may be included depending on position and eligibility
Fully remote work arrangement