Fidelity will not provide immigration sponsorship for this position.Job Description:The Role As a VP, Relationship Management professional you will serve as a strategic contact for existing public sector clients, ensuring strong client satisfaction, retention, and long-term growth of the relationships. This role requires the ability to build exceptional relationships, advocate for clients, and identify opportunities to deepen client engagement. The primary area of focus will be Public Sector Defined Benefit and Defined Contribution plans and responsibilities include:
- Build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients
- Ability to work with PMs, trading, research, and consultant relations to sell and service a full range of investment solutions
- Represent Fidelity's investment management capabilities - across asset classes - to both clients and prospects
- Identify opportunities to grow assets and expand Fidelity solutions with existing client relationships
- Manage issue resolution, risk oversight, and executive engagement
The Expertise and Skills You Bring You have a working knowledge of institutional products across asset classes and a proven track record of working with sophisticated U.S. Public Sector entities. We excel at building trusted relationships, navigating complex client needs, and collaborating across internal partners to deliver successful outcomes. These key areas of focus will require investment and financial acumen, attention to detail, the ability to strategize and develop solutions for sophisticated clients, while working across a demanding and collaborative culture.
Key Qualifications- Bachelor's degree required; MBA or CFA preferred
- 10 plus years of experience in the financial services industry with a demonstrated track record of servicing investment management products and solutions
- Series 7 and 63 registrations
- Experience engaging C-suite executives and senior institutional decisionmakers
- Demonstrated success managing relationships with complex, highly regulated Public Sector clients
The Team The Institutional Client Group (ICG) is the distribution arm of Fidelity's Asset Management business with responsibility for managing the investment relationships with Fortune 500 and large public sector clients. The ICG team includes Sales, Relationship Management, Client Servicing, and Consultant Relationship functions. The successful candidate will be an integral part of a business that offers clients access to a comprehensive set of products and services, innovative investment tools and research, and dedicated client service professionals - all designed to support the dynamic needs of sophisticated institutional clients.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $110,000-225,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of
benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:Series 07 - FINRA, Series 63 - FINRA
Category:Relationship Management
