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Form of workRole
The Vice President, Relationship Management Team Lead (Team Lead) has overall accountability for a team of 10-15 Managing Directors that oversee Workplace Investing client relationships which are primarily for 401(k) recordkeeping.
The Expertise and Skills You Have
College degree preferred.
Relationship management experience preferred.
Management experience preferred.
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 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 Core Market Segment Leadership, develop and execute strategy and goals for 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 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 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.
The Team
The Team Lead will manage 10-15 Managing Directors (MD) with approximately $10-12B in assets under administration. MDs are also responsible for a portfolio of multi-product client relationships that span services such as Defined Contribution, Managed Accounts, Self-Directed Brokerage, and Health Savings Accounts.
The position involves extensive and ongoing client contact with senior-level client decision makers (CFO, CEO, VP of HR) of existing and prospective customers, placing a premium on executive presence, benefits and financial services acuity, and consultative sales skills.
Responsible for the overall strategy of the territory in order to improve business results.
Focus areas include client retention and dedication, revenue growth, cross selling, and relationship risk mitigation strategies.
Additional management duties include associate development, performance evaluation, compensation planning and hiring.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Certifications:Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
