SVP, Managing Director Team Leader- Relationship Management

Job Description:

Job Title - SVP, Managing Director Team Leader - Relationship Management

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Strategic Market Relationship Management Team Lead (SVP Group Manager) provides senior leadership for a multi‑state portfolio of Workplace Investing Strategic Market corporate clients. This role leads a team of 10 SVP‑level Managing Directors (MDs) to deliver exceptional client satisfaction, retention, and long‑term growth.

This position also serves as a Supervisory Principal, ensuring full compliance oversight for all registered representatives on the team.

The Experience and Skills You Bring

• Drive client retention, satisfaction, and business growth across a multistate book of business.
• Shape and influence service models aligned with client goals and economic value.
• Lead strategic service delivery improvements and execution of client‑level action plans.
• Build and deepen senior‑level client relationships across HR, Treasury, Legal, Procurement, and other key functions.
• Serve as Executive Sponsor for strategic, complex, or at‑risk client relationships.
• Provide strategic direction, coaching, and performance management for a tenured team of SVP‑level MDs.
• Set individual development goals and strengthen team consultative, technical, and leadership capabilities.
• Foster a diverse, inclusive, and high‑performance team culture.
• Build and maintain a strong internal and external talent pipeline.
• Drive cross‑functional alignment to support client retention, loyalty, and growth.
• Lead repricing, renewals, and competitive rebids in partnership with MDs and internal teams.
• Engage internal business leaders on joint planning and client strategies.
• Maintain strong relationships with regional and national consulting firms and key industry influencers.
• Provide Supervisory Principal oversight for all registered representatives.
• Ensure adherence to all regulatory, supervisory, and firm‑wide policies.
• Bachelor's degree required; MBA or advanced degree preferred.
• Extensive institutional client management experience across large, multi‑product portfolios.
• Minimum 5 years of management experience leading senior‑level professionals.
• Series 7, 24, and 63 required within 90 days of hire.
• Demonstrated strength in complex negotiation and influencing senior executives.
• Strong revenue management skills and financial acumen.
• Ability to manage multiple priorities while balancing client and organizational needs.
• Proven leadership in coaching, career development, and succession planning.
• Strong consultative sales skills and executive‑level communication, presentation, and facilitation capabilities.