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About The Position

Requirements

• 10-15 years successful sales or relationship management experience in the financial services industry.
• Strong knowledge of the RIA, Family Office, Brokerage and Wirehouse markets; understanding of the industry, financial markets and competitive influence.
• BS Degree or equivalent experience required

Responsibilities

• Navigates effectively across Fidelity Charitable and the Fidelity enterprise to bring appropriate resources to bear to help drive client growth in a scalable and economically viable manner.
• Develops a deep understanding of client business model, evaluating key aspects of their business, employing consulting and discovery tools and best practices to develop the overall Fidelity Charitable relationship.
• Conducts regular client business reviews to discuss and develop the Fidelity Charitable relationship.
• Provide overall client accountability and book management of a sophisticated portfolio of clients.
• Lead the client relationship management team comprised of members of Fidelity Charitable’s Client Experience, Complex Asset, Program, and other internal business partners with a common goal of overall client satisfaction.
• Drives executive leadership engagement at industry events and keeps firms apprised of topical events/webinars to support staff development and growth in charitable space.
• Responsible for contribution and adoption growth across the institutional relationships.
• Lead implementation oversight of the key account relationship management model for top Fidelity Charitable relationships.
• Responsible for deploying client account plan, lead all aspects of pipeline discussions and properly prepare institutions for annual planning and Giving Season readiness.
• Documents client activities, business opportunities, call reports and all communications with clients on a timely basis.
• Highlights Fidelity Charitable events and webinars and drives attendance.
• Proposes and coordinates consulting engagements with Fidelity Charitable subject matter experts based on business need (e.g., Practice Management, Technology, Investments).
• Develop strong working partnerships across the Client Engagement Group to drive engagement, coordinate field interaction and communicate best practices.
• Is responsible for client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.
• 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 concerns).
• Cultivates collaborative relationships with key internal business partners across Fidelity.
• Fosters sharing of best practices across the segment and broader organization.
• Recommends product/service improvements.
• Commits to ongoing professional development (i.e., learns and articulates Fidelity value vs. competition, expands skills/knowledge/credentials)
• Ability to effectively build and manage relationships with demanding and complex Firm Leaders and Centers of Influence in a highly competitive environment.

Benefits

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