Managing Director, Tax-Exempt Market - REMOTE - WEST

Are you passionate about making a difference in the non-profit sector? This is a unique opportunity to join Fidelity’s Tax-Exempt Market as a Managing Director, where you’ll collaborate with Higher Education, Healthcare, and other mission-driven organizations to enhance the value of their retirement programs and drive client satisfaction. This role is ideal for a strategic, consultative leader who enjoys a remote environment and is energized by building long-term relationships with institutional clients. There is 50% national travel focused mostly within Central, Mountain West and West region. #Remote

The Expertise and Skills You Bring

• Bachelor’s degree with 10-12 years of industry experience
• 5+ years of direct experience handling institutional client relationships
• Active FINRA Series 7 and 63 licenses (required at time of hire)
• Ability to travel up to 50%, primarily within the Mountain West and Western U.S.
• Skilled in: Relationship management and consultative selling, Conflict resolution and complex problem solving and Executive-level communication (written and verbal)
• Ability to work independently from a home office or Fidelity regional site
• Strong internal collaboration skills to build and maintain a network across Fidelity
• Critical thinking with a long-term view of client needs and business trends
• Experience influencing senior decision-makers and navigating complex client environments
• Lead a book of 20-30 large institutional clients, serving as the primary relationship manager
• Develop and implement a comprehensive relationship strategy, including annual business planning and service reviews
• Drive client satisfaction and loyalty, measured by Net Promoter Score (NPS)
• Identify and pursue opportunities to expand Fidelity’s footprint through cross-selling: Personalized Planning & Advice, Health Savings Accounts, Self-Directed Brokerage and Health & Welfare and Benefits Consulting
• Educate and influence consultants in multi-vendor environments to position Fidelity for consolidation
• Lead a cross-functional internal team to deliver exceptional service and resolve complex client issues

Note: Fidelity will not provide immigration sponsorship for this position.

You’ll be part of Fidelity’s Tax-Exempt Relationship Management team, which delivers retirement plan services to non-profit organizations. Our mission is to protect the Fidelity brand, retain clients, and grow revenue. You’ll work closely with C-suite executives, key decision-makers, and internal partners to deliver strategic value and ensure long-term success.

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.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity’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.