Top Tech Jobs & Startup Jobs in Los Angeles, CA

The Regional Planning Consultant supports Fidelity Wealth associates by coaching them on financial planning, communication skills, and practice management techniques. They provide expertise in various financial strategies and ensure associates embody the standards of care while enhancing their skills.

The Managing Director oversees a defined contribution plan portfolio, managing client relationships, ensuring service delivery, and resolving issues while leading a team and maintaining client satisfaction. The role requires frequent travel and strategic planning.

As a Planning Consultant, you will enhance client relationships through effective financial planning, consultations, and by collaborating with Financial Consultants and Wealth Planners to uncover financial opportunities.

As a Financial Consultant, you will build client relationships, offer financial guidance, and create complex financial plans within a supportive firm environment.

The Relationship Manager fosters and deepens client relationships, delivering personalized financial solutions and ensuring excellent customer service while supporting financial consultants.

The VP, Advanced Planning provides financial and estate planning expertise to high net worth clients, leading client engagements and team collaboration, primarily remotely.

The SVP, Managing Director manages a portfolio of clients in benefits outsourcing, focusing on relationship management and client satisfaction. This role involves consulting, problem resolution, and leading discussions to deliver solutions tailored to client needs.

The role involves leading sales efforts for Defined Benefit and NQDC solutions, managing relationships with large organizations, and mentoring junior sales staff. Key responsibilities include collaborating across teams, managing a sales pipeline, and engaging with clients to drive business growth.

As a Relationship Manager, you'll develop long-term client relationships, support financial consultants, and enhance customer engagement through personalized service.

Lead a national Consultant Relations team for Fidelity's Workplace business, ensuring strategic engagement with consultants and driving market growth. Develop and execute strategies, enhance partnerships, and collaborate across sales and product teams.