Plan Sponsor Managing Director III

Job Description:

Please Note: We are unable to provide visa sponsorship for this role

The Fidelity 529 business offers direct-sold education savings plans to customers in 5 covered states (MA, NH, CT, DE and AZ) and nationally to help them save more effectively for one of life's biggest expenses. The 529 relationship management team owns the relationships and engages directly with our state sponsors to increase satisfaction and improve outcomes for end customers and state plans.

Key Responsibilities Include:

• Serve as primary relationship manager for a subset of state sponsors, addressing recurring and ad-hoc needs, ensuring all plan sponsor requests are addressed, and keeping plan sponsors up to date on all relevant changes to the product or industry developments
• Lead monthly and quarterly meetings with clients to review plan and investment performance
• Take ownership, along with the 529 Product team to provide inputs into potential product enhancements based on feedback from state sponsors
• Partner with Marketing team in state-level marketing plan development and ongoing adjustments
• Coordinate and participate in state board meetings which include additional government representatives
• Represent the state and programs in public appearances
• Identify and build relationships with key decision-makers at target states to influence bid plans, more effectively prepare for upcoming RFPs and win new state plans
• Partner with appropriate internal stakeholders to integrate 529 offerings in appropriate employer plans
• Work with Investment management team to make adjustments to product offerings and updates
• Increase Fidelity's leadership position within key industry organizations, including NAST, CSF and MSRB
• Attend relevant industry conferences to build relationships and learn from industry peers and state plan sponsors, with potential speaking slots at industry conferences (e.g. alongside a current client)
• Keep all customer-facing associates updated on latest 529 enhancements

• At least 3-5+ years of relationship management experience.
• 5-7+ years of end-to-end product management experience is preferred
• A background in/experience with 529 plans would be a big plus but not required.
• Executive level written and verbal
  communication skills
• Ability to work both strategically and tactically as necessary.