Vice President, Relationship Management- Team Leader

Fidelity • Westlake, TX

13d • $120,000 - $200,000 • Hybrid

About The Position

The Vice President, Relationship Management Team Lead (Team Lead) has overall accountability for a team that oversee Workplace Investing client relationships which are primarily for 401(k) recordkeeping for clients with 401(k) assets typically under $10M in our Southwest Territory. The position involves extensive and ongoing client contact with advisors and senior-level client decision makers (CFO, CEO, VP of HR) of existing and prospective customers, placing a premium on executive presence, benefits and financial services acuity, and consultative sales skills.

Requirements

• College degree preferred
• Relationship management experience preferred
• Management experience preferred
• Complete series 7, 24 & 63 exams within 90 days of hire.
• Strong proven negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing
• Ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses
• Strong revenue management and overall financial acuity
• Lead multiple, sometimes conflicting priorities, balancing the needs of the client and the organization
• Leadership, mentoring, and career developments skills with a tenured team of professionals
• Validated consultative sales skills
• Experienced presentation, meeting management, and interpersonal skills

Responsibilities

• Responsible for the overall strategy of the territory to improve business results.
• Focus areas include client retention and dedication, revenue growth, cross selling, and relationship risk mitigation strategies.
• Additional management duties include associate development, performance evaluation, compensation planning, and hiring.
• In partnership with Core Market Segment Leadership, develop and execute strategy and goals for organization that produce year-over-year profitability.
• Accountable for retention, client loyalty, and revenue opportunities of assigned territory.
• Develop and maintain strong client relationships (along with MD), including multiple constituencies including HR, Treasury, Legal, Procurement, and Third Party Administrators.
• Serve as a senior point of contact for key Plan Sponsor and Advisor clients; address client issues and mitigate risk
• Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team.
• Collaborate with MD, Sales (when applicable) and other business partners in these retention activities.
• Drive engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.
• Serve as functional liaison for optimally representing client and organizational interests with senior leaders across Fidelity.
• Coach and mentor to provide continued career development and evaluate performance.
• Proactively nurture relationships with desired feeder organizations (internal and external) to produce and maintain a talent pipeline.
• Ensure that team is aligned with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature and client presentations.

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

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