Vice President, Institutional Support

Fidelity Investments • Smithfield, RI

3d • Onsite

About The Position

In this role, you will work closely with the Head of Institutional Client Group (ICG) and the Leadership Team including Sales, Relationship Management and Consultant Relations to develop and implement business strategy and execution plans required to achieve sales and financial targets in alignment with Asset Management goals and objectives. This role will also work across a broad set of Asset Management and Fidelity Institutional (FI) functional groups in support of reaching those same goals and objectives.

Requirements

• 10 plus years of relevant work experience in sales, service, client management, project/program management, marketing, or financial services
• Bachelor’s Degree – Required
• Excellent consultative, listening, communications and analytical skills
• Excellent interpersonal skills, including the ability to work across the organization effectively at all levels of management and peers
• Demonstrated leadership/influence and collaboration in a matrix-managed environment, and across multiple and diverse groups
• Diversity of functional business experiences, e.g., client, operational, systems, marketing, financial, investments, customer service
• Willingness and ability to experiment with new approaches, track progress, and incorporate lessons from failure
• Proven ability to analyze multiple data points to develop strategy recommendations
• Track record of success managing multiple sizable, complex, cross functional projects or initiatives

Nice To Haves

• General knowledge of FIAM/FAMS product line and vehicle types is preferred but not required
• Series 7 ,63, 24 desired but not required

Responsibilities

• Develop strong partnerships with the Head of ICG, Head of Sales and RM and Head of Consultant Relations
• Manage a team of associates within the Market Enablement group
• Understanding of the FI and Fidelity businesses broadly and how the ICG team fits in the ecosystem
• Influencing the strategic planning process, in support of ICG business goals; Manage and execute processes including segmentation, client/prospect coverage, integration of sales and marketing execution plans, CR business planning, CRM processes, infrastructure support, and go-to-market strategies
• Providing input into business decisions that impact the strategic direction of the distribution organization
• Consulting with business partners to drive requirements for business initiatives, channel scorecard, and measurement for extended team, reporting requirements, progress monitoring
• Driving alignment with functional business partners including FIAM/FAMS Product, Strategy, Marketing, Technology and Finance team members to drive implementation of FAMS ICG and Asset Management specific initiatives
• Provide required project leadership and oversight

What This Job Offers

• Job Type: Full-time
• Career Level: Executive