Retirement Income Client Engagement Lead
Job Description
Job Description:
CLIENT ENGAGEMENT LEAD- LIFETIME INCOME
Our Team's Mission
At Fidelity Investments, we are focused on providing leading retirement solutions that help employees plan for the long term by saving early and confidently. This also includes developing products and solutions that help employees prepare for what's next: a successful transition to retirement. As part of this mission, the lifetime income team offers our clients and their employees a suite of solutions that are designed to meet the individual and diverse needs of our participants as they prepare for their retirement years.
The Role
The Lifetime Income client engagement lead will partner across the organization to lead the onboarding and client and participant engagement, across our suite of lifetime income products and services, including Guaranteed Income Direct. A member of our Lifetime Income product team, the lead will act as a subject matter expert for annuity distributions and products and partner with implementation teams, ensuring a seamless onboarding process for our clients. Post implementation, the client engagement lead will continue to partner with our clients, to drive participant education and awareness of Guaranteed Income Direct and/ or any additional Lifetime Income Solutions the client has chosen to adopt.
The Value You Deliver
The client engagement lead is a critical to the success of our lifetime income products and solutions.
The lead will help coordinate key client implementation and readiness materials across cross-functional internal stakeholder teams and third parties.
The lead will also act as primary support for any questions and issues our internal client teams and our plan sponsors may have about their lifetime income product adoption and implementation.
This role is key in providing our clients and their employees with new and critical solutions that can help millions of Americans retire successfully.
The Skills You Bring
Keen ability to prioritize and quickly tackle process challenges
Ability to learn quickly and serve as a critical subject matter expert
Flexible, collaborative and able to lead multiple projects efficiently
Easily take initiative, creating and defining new processes
Ability to work successfully in a cross-functional, matrixed organization, partnering with client, marketing and operational teams
Ability to develop efficient implementation and communication processes
Enjoy working to improve client and participant outcomes
Enjoy working with clients and participants to drive education and awareness of our Lifetime Income offering
Enjoy working in a fast-paced environment
The Expertise You Have
Bachelor's Degree
5 - 7 plus years of financial services experience with experience in defined contribution plans a plus
Experience with guaranteed income solutions and new business operations
Experience working with directly with clients to drive results
Strong internal and external relationship management skills
*Some travel required
Certifications:
Category:
Business AnalysisFidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Job Description:
CLIENT ENGAGEMENT LEAD- LIFETIME INCOME
Our Team's Mission
At Fidelity Investments, we are focused on providing leading retirement solutions that help employees plan for the long term by saving early and confidently. This also includes developing products and solutions that help employees prepare for what's next: a successful transition to retirement. As part of this mission, the lifetime income team offers our clients and their employees a suite of solutions that are designed to meet the individual and diverse needs of our participants as they prepare for their retirement years.
The Role
The Lifetime Income client engagement lead will partner across the organization to lead the onboarding and client and participant engagement, across our suite of lifetime income products and services, including Guaranteed Income Direct. A member of our Lifetime Income product team, the lead will act as a subject matter expert for annuity distributions and products and partner with implementation teams, ensuring a seamless onboarding process for our clients. Post implementation, the client engagement lead will continue to partner with our clients, to drive participant education and awareness of Guaranteed Income Direct and/ or any additional Lifetime Income Solutions the client has chosen to adopt.
The Value You Deliver
The client engagement lead is a critical to the success of our lifetime income products and solutions.
The lead will help coordinate key client implementation and readiness materials across cross-functional internal stakeholder teams and third parties.
The lead will also act as primary support for any questions and issues our internal client teams and our plan sponsors may have about their lifetime income product adoption and implementation.
This role is key in providing our clients and their employees with new and critical solutions that can help millions of Americans retire successfully.
The Skills You Bring
Keen ability to prioritize and quickly tackle process challenges
Ability to learn quickly and serve as a critical subject matter expert
Flexible, collaborative and able to lead multiple projects efficiently
Easily take initiative, creating and defining new processes
Ability to work successfully in a cross-functional, matrixed organization, partnering with client, marketing and operational teams
Ability to develop efficient implementation and communication processes
Enjoy working to improve client and participant outcomes
Enjoy working with clients and participants to drive education and awareness of our Lifetime Income offering
Enjoy working in a fast-paced environment
The Expertise You Have
Bachelor's Degree
5 - 7 plus years of financial services experience with experience in defined contribution plans a plus
Experience with guaranteed income solutions and new business operations
Experience working with directly with clients to drive results
Strong internal and external relationship management skills
*Some travel required
Certifications:
Category:
Business AnalysisFidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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