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Job Description:
The Role
The Campus Relationship & Engagement Lead is the primary contact for clients across a number of universities who are working with Fidelity to provide financial education, resources and digital tools to their students (Fidelity Financial Forward for Universities). The Director responsible establishing relationships with these clients, addressing any questions or concerns, and sharing their feedback with internal partners. Working together, this role will develop strategies & deliver effective multi-channel programs that lead to utilization of the offering and meet the goals of both the client and Fidelity. This position will requires 35% national travel and someone who is comfortable working independently from a home-based office. #REMOTE
The Expertise and Skills You Bring
• Bachelors Degree with 12 years Financial Services experience and at least 3 years of client facing experience working directly with universities.
• FINRA Series 7 & 63 licenses highly pre ...