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VP Head of Relationship Management

AT Fidelity Investments
Fidelity Investments

VP Head of Relationship Management

Boston, MA

Job Description:

Vice President Relationship Management

The Role

Fidelity Digital Assets® is a subsidiary of Fidelity Investments® and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance.

In this role, the VP, Head of Relationship Management will partner with the broad management team to help enhance partnerships, shape the strategy, and develop a roadmap to continue to advance and evolve the business. You will provide leadership, coaching and training for a global team of Relationship Managers focused on driving deeper relationships, client loyalty, retention and business growth.

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Your leadership will help Fidelity Digital Assets® organically grow our business and increase share of wallet, shape the future of our organization, and build strategies to ensure our Clients and Associates are successful.

The Expertise and Skills You Bring

  • Proven professional success in building and leading an institutional relationship management team and driving sales growth at a bank, broker-dealer or other financial or digital asset institution with a preference for technology-led services.
  • A minimum of 15 years of relevant financial services experience, global experience is a plus Passion, curiosity, and expertise knowledge of the Digital Assets ecosystem
  • 5+ years people management experience that maximizes geographically disperse team performance and development, ideally in a financial operations setting
  • Ability to engage with Institutional Client executives to ensure strategic alignment and deliver solutions that will drive maximum relationship value
  • Experience with oversight and supervision of complex operational processes
  • Proven ability to successfully build and manage relationships with demanding and complex clients, and essential internal and external business partners
  • Proven leadership skills, particular on teams in face-paced, collaborative environments
  • Expertise and experience leading in the Digital Assets space
  • Relationship management, listening, questioning and superior communication
  • Ability to work in ambiguity and set tone and pace for peers and team
  • Proven risk-management and problem resolution skills
  • Ability to recognize process inefficiency and recommend improvement opportunity.
  • You will work to deepen Client retention and engagement
  • Driving revenue by gaining additional share of wallet
  • Supporting Strategic Clients and client retention
  • Helping shape and advance our global relationship management strategy
  • Developing associates to grow in current role and toward future opportunities.
  • Connecting the team and each associate to the broader organization and driving collaboration
  • Using sound judgement and being a steady hand at the wheel through change
  • Driving innovation through curiosity and comprehensive understanding of business processes and challenges

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The Relationship Management function operates in partnership with broader Fidelity Digital Assets® priorities. Our business is developing best in class products, services and platform capabilities for our institutional clients. As the digital assets asset class and regulatory landscape matures we are developing and shaping a business that defines the standard across both traditional finance and crypto natives cultures. You'll work alongside product, strategy, marketing, business developing and technology to help bring this vision to life.

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.

Client-provided location(s): Boston, MA, USA; Merrimack, NH, USA
Job ID: Fidelity-2113703
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.