Tyler Gustafson

Results-driven Relationship Manager with a proven ability to enhance productivity and streamline operations. Specialized in strategic planning, creating partnerships, and designing personalized solutions. I excel in negotiation, decision-making, and problem-solving skills. Bring valuable experience in utilizing effective communication and interpersonal abilities to foster strong relationships and drive organizational success.

• Fidelity Investments, Salt Lake City, UT, Managing Director, Relationship Management, 01/25, Present, Manage a book of 80 401k clients with $650m assets under management, Act as a strategic partner to enhance my clients 401k plan offering, Facilitate proactive investment reviews and present plan review meetings and educate participants, Successfully close existing Fidelity clients on plan enhancements and additional Fidelity products, Differentiate Fidelity’s benefit against competitive benefit offerings, Top 20% performer during my first year in role, Build and develop strong relationships with plan sponsors and advisors to increase retention and bring new business to Fidelity
• Fidelity Investments, Salt Lake City, UT, Sales Strategist, Deal Management, 08/22, 01/25, Support 401k sales with pricing 401k plans under 50M utilizing our CRM-Salesforce, Maintain high organizational skills supporting multiple sales opportunities in a high paced sales environment, Work with advisors and sales to identify appropriate solutions for plan sponsors to optimize Fidelity's offerings, Work independently in the CRM system to create accurate mapping transfers, plan fund lineups, commission payments, RFP requests, website demos and customizing materials for deal advancement, Build deep relationships between 401k sales and Sales Strategist team, along with advisors and plan sponsors, Supported 954 Opportunities totaling $14,997.1M and of these 147 were sold plans totaling $2,148.2M meeting my SLA deadline 99% of the time with a 100% accuracy rate in 2024, Create plan sponsor and employee website demos and present them to our sales team, Manage multiple projects for sold 401k plans, ensuring a smooth and successful transition to Fidelity