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Fidelity Investments · 2 days ago

Head of Intermediary Relationship Management

Smithfield, RI

Full-time

Hybrid

Director/Executive

$185K/yr - $400K/yr

15+ years exp

Fidelity Investments is a leading financial services firm, and they are seeking a Senior Vice President to lead the Relationship Management function for the Intermediary Investment Client Group (IICG). This role involves defining a strategic vision to drive growth and client satisfaction while overseeing significant organizational change and enhancing client relationships.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

Define and execute a strategic vision for the Relationship Management function aligned with IICG organizational goals and initiatives to drive growth, profitability, home office engagement, client satisfaction and retention

Lead significant organizational change of firm coverage, behaviors, KPI’s, and data capabilities to transform operational and client engagement model

Drives executive leadership engagement both internally and externally to support development and growth with distributor firms

Deep understanding of client business models, evaluating key aspects of their business, and leveraging practice management and discovery tools and best practices to develop the overall Fidelity relationship

Establish metrics and scorecards to monitor engagement effectiveness and overall business impact ensuring operational rigor across client interactions and behavioral change

Aligns Fidelity and trusted third-party resources to meet client business needs

Mitigates risk to Fidelity and our clients (e.g., key policy awareness and compliance, looking for potential watch outs on firm practices, and collaborating with our internal partners to raise data concerns)

Oversees strategy among RM and Key Account Managers (KAM) strategic accounts to drive client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience

Cultivates collaborative relationships with key internal business partners

Qualification

Institutional client managementFinancial services experienceSeries 763 licensesRevenue managementLeadership skillsProblem resolutionRisk managementPortfolio constructionCommunication skillsCollaboration

Required

Bachelor's degree required

15+ years of successful sales or relationship management experience in a financial services industry

Institutional client management and growth experience required; strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets

A thorough understanding of the industry, financial markets, and competitive landscape

Prior leadership experience

Series 7 and 63 licenses required

Proven success in building and leading an institutional relationship management team and driving home office engagements, net flows, and business growth

Proven track record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses

Strong revenue management and overall financial acumen

Leadership, coaching, and career development skills with a tenured team of professionals

Proven leadership skills, particular on teams in face-paced, collaborative environments

Ability to work in ambiguity and set tone and pace for peers and team

Proven risk-management and problem resolution skills

Ability to recognize process inefficiency and recommend improvement opportunities

Connecting the team and each associate to the broader organization and driving collaboration

Using sound judgement and leading through change

Driving innovation through curiosity and comprehensive understanding of business processes and challenges

Demonstrate strong investment competence across all asset classes and exceptional communication skills

Ability to interact effectively with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management and distribution)

Demonstrate an in-depth understanding of portfolio construction and platform solutions (Advisory & Brokerage) at leading wealth management firms

Ability to travel up to 50%