Talent.com
SVP, Managing Director Team Leader- Relationship Management
SVP, Managing Director Team Leader- Relationship ManagementFidelity Investments • Salt Lake City, UT, US
SVP, Managing Director Team Leader- Relationship Management

SVP, Managing Director Team Leader- Relationship Management

Fidelity Investments • Salt Lake City, UT, US
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Job Description

:

Role

The Strategic Market Relationship Management Team Lead (SVP Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Strategic Market corporate client relationships! Primary responsibility is the effective leadership of 10 SVP, Managing Directors (MDs) to ensure the satisfaction and retention corporate client relationships. Responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health & Welfare), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings.

This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CEO, SVP of HR) of existing and prospective customers. The SVP Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports.

Expertise and Skills you Bring

  • Accountable for retention, dedication, happiness, and relationship growth of client book of business.

  • Provide focused leadership, motivation and support for MD team to deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities.

  • Influence appropriate service model for clients based on their stated goals and objectives, as well as, their economic contribution to Fidelity.

  • Improve service delivery and advance individual client action plans to meet key business strategies and overall business unit objectives.

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

  • Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including collaboration with the MD and Rebid AE on all retention activities.

  • Provide leadership across internal support organizations to provide cross functional accountability for client retention and loyalty.

  • Drive engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.

  • Develop and maintain positive relationships with prevalent regional and national consulting firms representing Fidelity and client points of view for negotiations and ongoing relationship support.

  • Serve as Executive Sponsor for key clients, clients with significant service customer concerns and clients requiring uptiering relationships based on risk mitigation plans.

  • Identify personal development objectives with each MD and support execution of plans to continually build proficiencies and skill sets to deliver outstanding business results.

  • Coach and mentor to provide continued career development and evaluate performance.

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

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

  • Ensure that team is aligned with all appropriate rules and regulatory requirements.

Education and Experience

  • College degree required

  • MBA or other advanced degree preferred.

  • Institutional client management and growth experience required.

  • Minimum of 5 years management experience required.

  • Complete series 7, 24 & 63 exams within 90 days of hire.

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

  • 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.

  • Ability to lead multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.

  • Validated leadership, coaching, and career developments skills with a tenured team of professionals

  • Validated consultative sales skills.

  • Experienced presentation, meeting management, and communication skills.

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:

Crear una alerta de empleo para esta búsqueda

SVP, Managing Director Team Leader- Relationship Management • Salt Lake City, UT, US

Ofertas similares

Branch Leader: Growth, Service & Team Excellence

JPMorgan Chase & Co.Salt Lake City, UT, United States
A tiempo completo

A leading financial services organization in Salt Lake City seeks a Branch Manager to lead branch operations and create exceptional client experiences.Key responsibilities include managing team per...Mostrar más

 • Oferta promocionada

VP of Sales - Remote

TradeJobsWorkForce84045 Saratoga Springs, UT, US
Teletrabajo
A tiempo completo

VP of Sales Remote Job Duties: • Build, lead and manage a top-flight sales team: • Ensure “A”- level talent across all sales territories.Attract new talent as necessary, and remove underperformers ...Mostrar más

 • Oferta promocionada

Director, Client Relations - Hybrid (Sandy, UT)

OneDigitalSandy, UT, United States
A tiempo completo

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list.Our financial services include employer-based benef...Mostrar más

 • Oferta promocionada

Executive Director of Clinical Development (Rare Disease) New York, New York; Salt Lake City, Utah

Recursion PharmaSalt Lake City, Utah, United States
A tiempo completo

Executive Director of Clinical Development (Rare Disease) New York, New York; Salt Lake City, Utah Your work will change lives.The Impact You’ll Make Recursion is at the forefront of reimagining dr...Mostrar más

 • Oferta promocionada

Clinic Director & Lead PT - Grow an outpatient clinic

Mountain Land Physical Therapy, IncSalt Lake City, Utah, United States
A tiempo completo

A leading physical therapy provider in Salt Lake City, Utah, is looking for a full-time licensed Physical Therapist Clinic Director.The role involves leading the outpatient clinic, ensuring clinica...Mostrar más

 • Oferta promocionada

Director, SLED Capture & Proposal Leadership – Remote

LumenSalt Lake City, UT, United States
Teletrabajo
A tiempo completo

A leading telecommunications company is seeking a Director II for their Public Sector group in Salt Lake City, responsible for leading capture strategies and proposal management for state and local...Mostrar más

 • Oferta promocionada

VP, Global Service Excellence & SaaS Transformation

Agfa HealthCare CorporationSalt Lake City, UT, United States
A tiempo completo

A leading healthcare technology company is seeking a Vice President, Service Excellence & Transformation to shape the future of its services model and elevate operational performance.The ideal cand...Mostrar más

 • Oferta promocionada

Relationship Manager In-House and Remote

Uplife Group by Kris KrohnMidvale, UT, United States
Teletrabajo
A tiempo completo

Job DescriptionJob DescriptionSalary :$50,000 annual base salary (draw against commission)Company :NexGen Steel CorpLocation :In-house and Remote (U.Based)Compensation :$50,000 Base Salary (Draw Ag...Mostrar más

 • Oferta promocionada

Director, Enterprise Technology Sales (Full Time, Remote)

MetaSourceDraper, UT, United States
Teletrabajo
A tiempo completo

Job DescriptionJob DescriptionDescription :At MetaSource, we help customers solve complex digital transformation challenges through the use of intelligent document capture, content services, and pr...Mostrar más

 • Oferta promocionada

Director of AV Operations

Amplify PeopleMurray, UT, US
A tiempo completo
Quick Apply

Company Overview Our team is partnering with a premier technology integration firm that has built its reputation on a "customer-first" philosophy.This company prioritizes the long-term customer exp...Mostrar más

Leader Growth Coach

XyngularLehi, UT, USA
A tiempo completo
Quick Apply

Director of Leader Growth & Development.The Leader Growth Coach is a dedicated business coach and development partner for Xyngular Brand Partners who are actively building network marketing busines...Mostrar más

Regional Wealth Growth Director

LPL FinancialSalt Lake City, UT, United States
A tiempo completo

A leading financial services firm is seeking a Regional Investment Director in Salt Lake City.This role involves leading a team of Financial Advisors and Sales Assistants to drive program growth in...Mostrar más

 • Oferta promocionada

Sr. OCM Consultant (LOE- Leadership and Organization Effectiveness)

Black & VeatchSouth Jordan, UT, United States
A tiempo completo

OCM Consultant (LOE- Leadership and Organization Effectiveness).Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you ar...Mostrar más

 • Oferta promocionada

Clinic Director PT — Lead, Grow & Ownership Path in SLC

Mountain Land Physical Therapy PartnersSalt Lake City, Utah, United States
A tiempo completo

A physical therapy provider seeks a full-time licensed Physical Therapist Clinic Director to lead the outpatient clinic in Salt Lake City, Utah.The role involves modeling clinical excellence, creat...Mostrar más

 • Oferta promocionada

Remote VP of Appraisal Management

National Mortgage StaffingSalt Lake City, UT, United States
Teletrabajo
A tiempo completo

Our client is hiring a VP of Appraisal Management to lead the national appraisal desk function and oversee appraisal operations quality and vendor performance.This role is based in Salt Lake City U...Mostrar más

 • Oferta promocionada

Wealth Management-PWM Client Onboarding & Configuration Transformation-Salt Lake City-Vice President

The Goldman Sachs Group, Inc.Salt Lake City, UT, United States
A tiempo completo

Private Wealth Management Client Onboarding Transformation.Are you looking to apply your problem resolution and product management skills while deepening your understanding of the Private Wealth Ma...Mostrar más

 • Oferta promocionada

Managing Director, Valuation - Business Valuation

BDO USASalt Lake City, UT, United States
A tiempo completo

Valuation & Capital Markets Analytics Managing Director.The Valuation & Capital Markets Analytics Managing Director is responsible for leading, executing, and delivering challenging valuation engag...Mostrar más

 • Oferta promocionada

Key Private Bank Senior Relationship Manager - Licensed

KeyCorpSalt Lake City, UT, United States
A tiempo completo

Location: 36 South State Street, Salt Lake City Utah.Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowin...Mostrar más