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I am currently pursuing a position to be a 401k workplace planning consultant with Fidelity Investments. I would like to connect with someone who has gone through that training and early hiring process to make sure I have a solid understanding of the position. This is specifically for the Raleigh/Durham NC area if possible.
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We have a relationship management team that sells to family offices that I know values experience working on the client side. I’m not sure the team is looking for an associate-level person right this moment but I’d be happy to connect in the event something opens up in the not too distant future?
Would love to connect!
What firm are you at now? I agree with BlackRock1 above that a lot of “alt” or family office teams LOVE having team members with that insight.
Wary of posting it here because it’s so small, but it’s a single-family office for a NY billionaire