Head of Intermediary Relationship Management

Fidelity Investments•Boston, MA

49d•$185,000 - $400,000•Hybrid

About The Position

The SVP, Head of Relationship Management will be responsible for setting a clear vision for the Intermediary Investment Client Group (IICG) Relationship Management function and driving its evolution to meet the firm's long-term growth objectives. The IICG organization is responsible for over $1.8B in revenues to Fidelity Institutional. This leader will shape the broader Relationship Manager (RM) strategy, lead transformational change, and ensure operational excellence while strengthening client relationships and delivering measurable impact. This position will report directly to the Head of Intermediary Investment Client Group (IICG).

Requirements

Bachelor's degree required, MBA or other advanced degree preferred
15+ years of successful sales or relationship management experience in a financial services industry
Institutional client management and growth experience required; strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets
A thorough understanding of the industry, financial markets, and competitive landscape
Prior leadership experience
Series 7 and 63 licenses required
Proven success in building and leading an institutional relationship management team and driving home office engagements, net flows, and business growth
Proven track record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses
Strong revenue management and overall financial acumen
Leadership, coaching, and career development skills with a tenured team of professionals
Proven leadership skills, particular on teams in face-paced, collaborative environments
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 opportunities.
Connecting the team and each associate to the broader organization and driving collaboration
Using sound judgement and leading through change
Driving innovation through curiosity and comprehensive understanding of business processes and challenges
Demonstrate strong investment competence across all asset classes and exceptional communication skills
Ability to interact effectively with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management and distribution)
Demonstrate an in-depth understanding of portfolio construction and platform solutions (Advisory & Brokerage) at leading wealth management firms
Ability to travel up to 50%

Responsibilities

Define and execute a strategic vision for the Relationship Management function aligned with IICG organizational goals and initiatives to drive growth, profitability, home office engagement, client satisfaction and retention
Lead significant organizational change of firm coverage, behaviors, KPI's, and data capabilities to transform operational and client engagement model.
Drives executive leadership engagement both internally and externally to support development and growth with distributor firms
Deep understanding of client business models, evaluating key aspects of their business, and leveraging practice management and discovery tools and best practices to develop the overall Fidelity relationship.
Establish metrics and scorecards to monitor engagement effectiveness and overall business impact ensuring operational rigor across client interactions and behavioral change.
Aligns Fidelity and trusted third-party resources to meet client business needs
Mitigates risk to Fidelity and our clients (e.g., key policy awareness and compliance, looking for potential watch outs on firm practices, and collaborating with our internal partners to raise data concerns).
Oversees strategy among RM and Key Account Managers (KAM) strategic accounts to drive client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.
Cultivates collaborative relationships with key internal business partners.

Benefits

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.

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