Brian Arietti

Experience

• 

  The Hartford

  Apr 2005 - Feb 2010

  • Director Strategic Relationship Management

    Dec 2007 - Feb 2010

  • Assistant Director (Retirement Plans Group)

    Apr 2005 - Dec 2007
• 

  Vanguard

  Sept 2010 - Jan 2016

  Led senior level client facing team of 15 Relationship Managers who were responsible for the retention, growth and client satisfaction of Defined Contribution and Tax Exempt Plans across our Full-Service recordkeeping business.

  • Department Head - Relationship Management

    Dec 2012 - Jan 2016

  • High Net Worth Client Manager

    Sept 2010 - Dec 2012
• 

  Fidelity Investments

  Jan 2016 - now

  I lead a team of relationship managers, responsible for the support and satisfaction of our tax-exempt retirement plan sponsors. Responsible for leading the Mid-Atlantic Participant Experience team; a group of 15 financial planners who maintain and nurture relationships with senior executives and management leaders of key Workplace benefit plan clients. The team is the focal point for financial planning and advice and an integral part of the cross company team consisting of Managing Directors, Communications and Service.

  • Senior Vice President

    Feb 2023 - now

  • Vice President, Workplace Regional Leader

    Jan 2016 - Feb 2023