VP, Institutional Relationship Manager

Role Overview

• Acts as the primary strategic contact for several of Fidelity Charitable’s largest and most valuable institutional relationships.
• Develops a detailed understanding of client's business and critical initiatives.
• Responsible for business development, client growth, client retention, client satisfaction, risk management.
• Documents client activities, business opportunities, call reports and all communications with clients on a timely basis.
• Proposes and coordinates consulting engagements with Fidelity Charitable subject matter experts based on business need.

Requirements

• 10-15 years successful sales or relationship management experience in the financial services industry
• Strong knowledge of the RIA, Family Office, Brokerage and Wirehouse markets; understanding of the industry, financial markets and competitive influence.
• BS Degree or equivalent experience required

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