Job Description: The Role The Managing Director (MD) in TEM is 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 consists of ~ 40 Active clients with a general asset size of $20- $100M. The role is a consultative, 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. The MD 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 internal teams and partnering with the Plan Sponsors, the role assists our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing. The MD will also be working from home anywhere Western US and needs to be comfortable or have had experience working remotely/ independently from a personal home-based office. The Expertise and Skills You Bring 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. 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. 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. The base salary range for this position is $90,000-$204,000 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. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Relationship Management 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