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Fidelity Investments · 1 day ago

Vice President, Public Sector Sales & Relationship Manager

Merrimack, NH

Full-time

Hybrid

Director/Executive

$120K/yr - $200K/yr

15+ years exp

Fidelity Investments is seeking a Vice President, Sales & Relationship Manager to focus on selling investment capabilities to Public Sector clients. The role involves building and maintaining relationships with institutional investors and requires a deep understanding of the financial services industry, particularly within the public sector.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Build, manage and grow relationships with sophisticated institutional investors

Represent Fidelity’s investment management capabilities to both clients and prospects

Work collaboratively across large and distributed teams to create alignment

Engage with C-Suite executives across Investment, Treasury, and Benefits functions

Negotiate Investment Management Agreements and navigate complex financial, operational, legal, and compliance issues

Drive client retention and growth through strategic thinking and creative problem-solving

Proactively identify and develop new relationships in the Public Sector market

Identify speaking, partnership, and other opportunities to raise the visibility of Fidelity’s institutional brand

Share information and collaborate with colleagues across Fidelity

Qualification

Financial services experiencePublic Sector knowledgeInvestment Management AgreementsSeries 7 registrationSeries 63 registrationC-Suite engagementRelationship managementStrategic thinkingCollaboration skillsCommunication skillsProblem-solvingInterpersonal skills

Required

Bachelor's degree required

15+ years of experience in the financial services industry with demonstrated track record of selling investment management products and solutions

Strong knowledge of U.S. Public Sector entities and capital markets; working knowledge of Fidelity's domestic and international investment offering

Ability to engage with C-Suite executives across Investment, Treasury, and Benefits functions

Experience negotiating Investment Management Agreements and navigating complex financial, operational, legal, and compliance issues throughout business development process

Strategic thinking and creative problem-solving to drive client retention and growth

Series 7 and 63 registrations

Proven ability to build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients

Excellent collaboration skills – ability to work with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions

Ability to communicate complex issues internally and externally and to advocate on behalf of clients while representing Fidelity in the market

Passion for financial markets, investment process and the delivery of effective investment solutions

Self-motivated and driven individual who can operate remotely and will find value-added ways to engage with CFOs and Treasurers

Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline of opportunities across asset classes

Identify speaking, partnership, and other opportunities to raise the visibility of Fidelity's institutional brand

Interpersonal skills, consultative selling, and effective development and delivery of investment capabilities to advocate for Fidelity in the marketplace

Knowledge of industry trends, best practices, and insight from peer organizations to help clients navigate the dynamic investment environment

Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives