Director, Retirement Planner

Welcome to Fidelity Investments, a leading financial services company dedicated to helping individuals achieve their retirement goals. We are currently seeking a highly skilled and experienced Director of Retirement Planning to join our team. As the Director, you will be responsible for leading a team of retirement planners in providing comprehensive and personalized retirement planning solutions to our clients. In this role, you will have the opportunity to make a significant impact on the financial future of our clients and contribute to the overall success of our company. To excel in this position, you must possess a deep understanding of retirement planning, exceptional leadership skills, and a passion for helping others achieve financial security in their golden years. If you are a driven and dynamic individual with a strong background in retirement planning, we would love to hear from you.

1. Lead and manage a team of retirement planners to provide excellent service and solutions to clients.
2. Develop and implement strategies to achieve company and individual retirement planning goals.
3. Stay updated on industry trends and regulations to ensure compliance and best practices.
4. Conduct performance evaluations, provide feedback, and mentor team members to enhance their skills.
5. Work closely with other departments and teams to ensure seamless collaboration and efficient processes.
6. Foster a positive and inclusive work environment that encourages teamwork, innovation, and professional growth.
7. Use data and analytics to track team and individual performance and make data-driven decisions.
8. Continuously review and improve retirement planning processes to enhance client satisfaction and retention.
9. Build and maintain strong relationships with clients, serving as a trusted advisor for their retirement planning needs.
10. Represent the company at industry events and conferences, networking and promoting the brand.
11. Develop and deliver presentations and training sessions to educate clients and team members on retirement planning.
12. Collaborate with marketing and sales teams to create effective strategies and campaigns to attract and retain clients.
13. Manage budget and resources effectively to achieve financial targets and optimize team productivity.
14. Ensure compliance with all relevant laws, regulations, and company policies related to retirement planning.
15. Act as a subject matter expert and provide guidance and support to team members on complex retirement planning cases.

According to JobzMall, the average salary range for a Director, Retirement Planner is $121,000 to $195,000 per year. However, this can vary depending on factors such as location, years of experience, and specific job responsibilities. Additionally, bonuses and other compensation may also be offered by some employers in this role.

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.