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Fidelity Bank · 1 day ago

SVP - SPS Relationship Management Group Manager

Smithfield, RI

Full-time

Hybrid

Mid, Senior Level

$185K/yr - $400K/yr

5+ years exp

Fidelity Bank is seeking a Senior Vice President to lead their Stock Plan Services Relationship Management team. This role involves managing client relationships, ensuring client satisfaction and retention, and developing business strategies to drive growth and compliance oversight.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Provide focused leadership, motivation, and support for MD team to retain clients and deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business

Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement

Serve as Executive Sponsor for key client relationships including the largest clients, clients with significant service issues, and clients requiring up-tiering relationships based on risk mitigation plans

Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and other business partners across Fidelity

Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing

Proven ability to navigate and influence executive level business leaders, both internal and client facing, across multiple functions and businesses

Transparent and credible presence in the Equity Compensation industry

Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the Fidelity organization. Expert presentation, meeting management, and communication skills

Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes

Serve as functional liaison for the SPS relationship management team effectively representing client and organizational interests with senior leaders across Fidelity

Identify personal development objectives with each MD and support execution of plans to continually build competencies and skills to deliver outstanding business results

Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent

Coach and mentor to provide continued career development and evaluate performance

Provide leadership to build an empowered, diverse and inclusive team culture

Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline

Ensure that team is compliant with all appropriate rules and regulatory requirements

Qualification

Relationship ManagementExecutive PresenceFinancial Services AcumenSeries 7 LicenseSeries 24 LicenseSeries 63 LicenseNegotiation SkillsClient Retention StrategiesCoachingTeam LeadershipPresentation SkillsMentoringDiversityInclusionPerformance EvaluationTalent Pipeline DevelopmentCompliance OversightCommunication Skills

Required

5 +years Institutional (business to business) sales or relationship management experience with a shown track record of successful leadership in various roles

Series 7, 24 & 63 licenses are required