Job Description: The Role As a Managing Director in TEM you will be responsible for building, maintaining and growing strong and committed client relationships with key decision makers, influencers and C- suite committee members. The Book-of-Business is in our new TEM Core Market and will consist of ~ 40 Active clients with a general asset size of $20- $100M. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions. This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing. The Director will also be working from home anywhere in US and needs to be comfortable or have had experience working remotely/ independently from a personal home-based office. # REMOTE The Expertise and Skills You Bring Retirement plan record keeping and administration experience. Relationship management experience. Excellent verbal and written communication skills. Excellent organization and time leadership skills and attention to detail. Problem-solving skills. Effective presentation skills, influence, and negotiation skills. Experience working with Financial Advisors or Consultants. Bachelor's Degree with 12 years overall work experience Series 7 & 63 licenses required upfront or within 90 days of hire We prefer associates to have 5 years of Participant or Client Service experience, preferably within the Retirement Industry. Experience working directly with Tax-Exempt Plan Sponsors and Participants is helpful, but not required. The Team The Tax-Exempt Managing Director provides planning and consulting to Higher Education, HealthCare and other non-profit organizations in order to help them improve the value of their benefits program and ensure their satisfaction with Fidelity. The Book-of-Business will be comprised of clients with a range of complexities, challenges, and opportunities. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Relationship Management Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy