Fidelity Investments · 17 hours ago
Vice President, Relationship Management Team Lead
Roanoke, TX
Full-time
Hybrid
Senior Level
$120K/yr - $200K/yrFidelity Investments is a leading financial services company, and they are seeking a Vice President, Relationship Management Team Lead. This role is accountable for managing a team of Managing Directors overseeing client relationships and enhancing connections with advisors and decision-makers in the workplace investing sector.
FinanceWellnessAsset ManagementFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Oversee a team of up to 7 Managing Directors (MD) that oversee Workplace Investing client relationships
Establish, uphold, and expand solid and dependable client connections with important decision-makers, influencers, and C-suite committee members
Build, deepen, and strengthen relationships with 13-15 Advisor teams
Serve as the key relationship contact for these Advisor teams within Fidelity
Address both plan sponsor and advisor client demands and challenges
Assist institutional clients in running a successful benefits program to enhance the welfare of their staff
Develop and execute strategy and goals for the organization that produce year-over-year profitability
Accountable for retention, client loyalty, and revenue opportunities of assigned territory
Develop and maintain strong client relationships, including multiple constituencies including HR, Treasury, Legal, and Procurement
Serve as a senior point of contact for key Plan Sponsor and Advisor clients; address client issues and mitigate risk
Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team
Collaborate with the MD, Sales (when applicable) and other business partners in these retention activities
Drive engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes
Serve as functional liaison for optimally representing client and organizational interests with senior leaders across Fidelity
Coach and mentor to provide continued career development and evaluate performance
Proactively nurture relationships with desired feeder organizations (internal and external) to produce and maintain a talent pipeline
Ensure that team is aligned with all appropriate rules and regulations
Develop, deepen, and strengthen advisor team relationships; partner with business partners across Sales and Consultant Relations to grow advisor’s relationship with Fidelity
Provide leadership and support for all team-based client re-pricing, renewal, and competitive rebid activity
Qualification
Required
People Management required
Hold or complete series 7, 24 & 63 exams within 90 days of hire
Strong proven negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing
Ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses
Strong revenue management and overall financial acuity
Lead multiple, sometimes conflicting priorities, balancing the needs of the client, the advisor, and the organization
Leadership, mentoring, and career developments skills with a tenured team of professionals
Validated consultative sales skills
Experienced presentation, meeting management, and interpersonal skills
In partnership with the Core Market Concierge Segment Leadership, develop and execute strategy and goals for the organization that produce year-over-year profitability
Accountable for retention, client loyalty, and revenue opportunities of assigned territory
Develop and maintain strong client relationships (along with the MD), including multiple constituencies including HR, Treasury, Legal, and Procurement
Serve as a senior point of contact for key Plan Sponsor and Advisor clients; address client issues and mitigate risk
Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team. Collaborate with the MD, Sales (when applicable) and other business partners in these retention activities
Drive engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes
Serve as functional liaison for optimally representing client and organizational interests with senior leaders across Fidelity
Coach and mentor to provide continued career development and evaluate performance
Proactively nurture relationships with desired feeder organizations (internal and external) to produce and maintain a talent pipeline
Ensure that team is aligned with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature and client presentations
In cooperation with Core Market Concierge Segment Leadership, develop strategy and goals for organization that produce year-over-year profitability
Develop and maintain strong client relationships (along with MD), including multiple constituencies including HR, Treasury, Legal, and Procurement
Develop, deepen, and strengthen advisor team relationships; partner with business partners across Sales (Core and Mid/Large) and Consultant Relations, and Relationship Management across all segments to grow advisor's relationship with Fidelity, focusing on multi-product and new business development
Provide leadership and support for all team-based client re-pricing, renewal, and competitive rebid activity
Coach and mentor to provide continued career development and evaluate performance
Ensure that team is aligned with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature and client
Preferred
College degree preferred
Relationship management experience preferred
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-02-09
Portfolio Adviser
2026-02-07
Morningstar.com
2026-02-07
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