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Fidelity Investments · 3 days ago

Vice President, Institutional Relationship Manager

Merrimack, NH

Full-time

Hybrid

Senior Level, Lead/Staff

$150K/yr - $190K/yr

10+ years exp

Fidelity Investments is a leading financial services firm, and they are seeking a Vice President, Institutional Relationship Manager to act as the primary strategic contact for several of Fidelity Charitable's largest institutional relationships. This role focuses on business development, client growth, and retention while delivering thought leadership and consulting on industry trends.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Navigates effectively across Fidelity Charitable and the Fidelity enterprise to bring appropriate resources to bear to help drive client growth in a scalable and economically viable manner

Develops a deep understanding of client business model, evaluating key aspects of their business, employing consulting and discovery tools and best practices to develop the overall Fidelity Charitable relationship

Conducts regular client business reviews to discuss and develop the Fidelity Charitable relationship

Provide overall client accountability and book management of a sophisticated portfolio of clients. Lead the client relationship management team comprised of members of Fidelity Charitable’s Client Experience, Complex Asset, Program, and other internal business partners with a common goal of overall client satisfaction

Drives executive leadership engagement at industry events and keeps firms apprised of topical events/webinars to support staff development and growth in charitable space

Responsible for contribution and adoption growth across the institutional relationships

Lead implementation oversight of the key account relationship management model for top Fidelity Charitable relationships

Responsible for deploying client account plan, lead all aspects of pipeline discussions and properly prepare institutions for annual planning and Giving Season readiness

Documents client activities, business opportunities, call reports and all communications with clients on a timely basis

Highlights Fidelity Charitable events and webinars and drives attendance

Proposes and coordinates consulting engagements with Fidelity Charitable subject matter experts based on business need (e.g., Practice Management, Technology, Investments)

Develop strong working partnerships across the Client Engagement Group to drive engagement, coordinate field interaction and communicate best practices

Is responsible for client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience

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 concerns)

Cultivates collaborative relationships with key internal business partners across Fidelity

Fosters sharing of best practices across the segment and broader organization. Recommends product/service improvements

Commits to ongoing professional development (i.e., learns and articulates Fidelity value vs. competition, expands skills/knowledge/credentials)

Ability to effectively build and manage relationships with demanding and complex Firm Leaders and Centers of Influence in a highly competitive environment

Expected Travel is 25%, to a maximum of 40-50% of the time

Qualification

Sales experienceRelationship managementFinancial services knowledgeClient satisfactionRisk managementConsulting skillsBusiness developmentProfessional developmentTeam leadershipCommunication skills

Required

10-15 years successful sales or relationship management experience in the financial services industry

Strong knowledge of the RIA, Family Office, Brokerage and Wirehouse markets; understanding of the industry, financial markets and competitive influence

BS Degree or equivalent experience required