SVP, Relationship Management, Custody

The SVP Relationship Manager will be responsible for one of the largest client segments within the Custody business under IWMS. The RIAs have diverse business models and range in size from $250 million to over $1 billion in assets and the majority use more than one custodian. The segment has a national footprint supported by two Regional Vice Presidents that divide the country. The SVP Relationship Management will lead the overall segment and manage a team of Regional Vice President's Relationship Manager's and Client Development Specialist's.

The Expertise You Have

• College degree required; MBA, CFP, CFA, JD, CIMA, CPWA, CPA preferred

• 15 plus years of experience working with RIAs and/or Broker Dealers
• Experience working at a custodian is a plus along with sales experience
• Experience managing a client facing team with asset and revenue goals a must
• Experience running a line business with overall accountability for strategy implementation and P&L management
• Expertise and knowledge of the RIA marketplace, competitive set, economic model and internal workings of an RIA
• Demonstrated leadership in a large, matrixed organization with a proven track record of delivering business and sales results

The Skills You Bring

• Voice of the segment for developing strategy and offering with business partners and segment management teams
• Define segment strategy and direction working with segment management teams
• Act as a leader of the IWMS business in all decision making related to segment
• Drive team results against goals
• Team management and capacity planning
• Senior leader escalation point for clients and team
• Build senior level client and internal relationships
• Work with sales to ensure best fit client profiles with future opportunity
• Both identify challenges in the business and work on solutions to the issues
• Demonstrate Independent decision making
• Face to the industry related to clients, segment and business
• Experience leading and motivating a highly skilled and high performing team
• Ability to sense urgent matters and be passionate about serving clients
• Superior communication, presentation and negotiation skills
• Demonstrated ability to handle complex risk assessments and support cross business collaboration with business partners in legal, risk and compliance
• Experience with managing a business P&L, expense management and investment decision making
• Unflappable under pressure with solid judgement; discreet and trustworthy

The Team

The team works with RIAs across the United States. As a part of the Custody division, this individual will be on the Custody senior leadership team and will be an influencer of the overall business strategy. This role will report to the Head of RIA and Family Office. This role will be based in Boston, MA or Westlake, TX.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Certifications:

Series 07 - FINRA, Series 24 - FINRA

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.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.

Client-provided location(s): Boston, MA, Westlake, TX

Job ID: Fidelity-2098196

Employment Type: OTHER

Posted: 2024-07-31T23:46:31