SVP, Managing Director Team Leader- Relationship Management

SVP, Managing Director Team Leader- Relationship Management

Join to apply for the SVP, Managing Director Team Leader- Relationship Management role at Fidelity Investments

SVP, Managing Director Team Leader- Relationship Management

Join to apply for the SVP, Managing Director Team Leader- Relationship Management role at Fidelity Investments

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.

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

Certifications

Category :

Relationship Management

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and / or associating with individuals with certain Criminal Histories.

Seniority level

Seniority level

Executive

Employment type

Employment type

Full-time

Job function

Job function

Business Development and Sales

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