Current jobs related to SVP, Group Manager- Relationship Management - Covington - Fidelity TalentSource LLC

  • Managing Director, 401K Relationship Manager

    2 weeks ago

    Covington, United States Fidelity TalentSource LLC Full time

    Job Description:RoleThe Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.The Expertise...

  • Client Relationship Manager

    4 days ago

    Covington, Tennessee, United States Elizabeth Rook Insurance, LLC Full time

    Job OverviewAre you seeking a dynamic role that offers daily challenges and the opportunity to make a significant difference in people's lives? If you are passionate about assisting others and desire a fulfilling career, consider joining Elizabeth Rook Insurance, LLC, a reputable insurance agency committed to serving its community. We are currently looking...

  • Community Manager

    2 months ago

    Covington, United States LMS Investment Management Full time

    Job DescriptionJob DescriptionPosition/Title: Community ManagerReports to:  Regional Manager Start Date:  ImmediatelyLocation:  Covington, GA The LMS team is made up of neighbors serving neighbors. We are here to transform housing to enrich the lives of all our neighbors by creating community and creating value. LMS does this by being transparent,...

  • Client Relationship Executive

    1 week ago

    Covington, Kentucky, United States Data Intensity Full time

    The Client Relationship Executive role at Data Intensity involves overseeing and enhancing an established portfolio of accounts. Key Responsibilities:Proactively oversee the development, execution, and delivery of premium sales and services to a designated group of clients.Foster and cultivate a pipeline for new clientele through various prospecting...

  • Facilities Operations Manager

    4 days ago

    Covington, Georgia, United States LMS Investment Management Full time

    Job OverviewWe are seeking a skilled Service Manager to oversee the maintenance and operational integrity of our properties. As part of LMS Investment Management, you will play a crucial role in enhancing the living experience for our residents through effective management and maintenance practices.Key Responsibilities:Ensure the physical condition and...

  • Accounting Manager/Controller

    2 months ago

    Covington, United States EMCOR Group Full time

    * NOTICE: This position is for PRINCIPALS ONLY. * Ardent Services LLC is hiring an Accounting Manager/Controller. Are you ready to embark on an exciting position with a well-established company leading the industry in electrical and instrumentation service? Do you want to be a part of a company with consistent growth in the industry and employee stability?...

  • Service Manager

    4 weeks ago

    Covington, United States LMS Investment Management Full time

    Job DescriptionJob DescriptionOur brand new community that is currently in lease up, located in Covington, Georgia is looking for an experienced Service Manager to join our outstanding management company! The LMS team is made up of neighbors serving neighbors. We are here to transform housing to enrich the lives of all our neighbors by creating community...

  • Sales Operations Manager

    4 days ago

    Covington, United States Royal Hotel Investments of Covington Full time

    Job OverviewWe are seeking a dynamic and customer-oriented professional with outstanding sales expertise to take on the role of Sales Lead Manager at our esteemed hotel group. In this pivotal position, you will be responsible for crafting a comprehensive sales and marketing strategy aimed at attracting both new and existing clientele to surpass revenue goals...

  • Sales Operations Manager

    4 days ago

    Covington, United States Royal Hotel Investments of Covington Full time

    Job OverviewWe are seeking a dynamic and customer-oriented professional with outstanding sales expertise to take on the role of Sales Lead Manager at our esteemed hotel group. This position involves crafting a comprehensive sales and marketing strategy aimed at attracting both new and existing clientele to surpass revenue goals through proactive outreach,...

  • Wireless Sales Manager

    4 weeks ago

    Covington, United States Acosta Group Full time

    **Wireless Sales Manager** **General Information** **Company:** PRE-US **Location:** Covington, Tennessee, 38019 **Ref #:** M60378 **Function:** Field Management **Employment Duration:** Full-time **Benefits:** + Medical, dental and vision insurance + Company-paid life insurance, short-term and long-term disability + 401k program + Generous Paid Time Off...

  • Head of Environmental Services Management

    4 days ago

    Covington, Louisiana, United States Compass Group Careers Full time

    Position OverviewCompass Group Careers is seeking a dedicated and experienced professional for the role of Director of Environmental Services. In this leadership position, you will oversee the operational aspects of the Housekeeping Department, ensuring that all services meet the highest standards of quality and efficiency.Key ResponsibilitiesManage the...

  • Transportation Operations Manager

    1 day ago

    Covington, Louisiana, United States Dufresne Spencer Group Full time

    Job Summary:The Transportation Supervisor is a key member of the Dufresne Spencer Group team, responsible for leading the transportation team to ensure the effective and efficient flow of products through the Distribution Center and their delivery into our customers' homes, consistent with the company's service expectations.Key Responsibilities:Team...

  • Client Relationship Executive

    1 week ago

    Covington, Kentucky, United States Link Media LLC Full time

    LINK Media LLC is seeking a Client Relationship Executive to enhance our service delivery to sponsors and advertisers. We are in search of an individual with a robust background in sales, networking, communication, and account oversight. As a startup, each team member plays a vital role, and we require someone who can adapt swiftly, embrace uncertainty, and...

  • Commercial Insurance Account Manager

    3 months ago

    Covington, United States The Jonus Group Full time

    Job Description Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team. Benefits Competitive salary: $50-60K Comprehensive benefits package Professional development opportunities and training. Supportive and inclusive work environment. Qualifications Active P&C license Strong...

  • Sales Operations Manager

    1 week ago

    Covington, United States Royal Hotel Investments of Covington Full time

    Job OverviewWe are seeking a dynamic and customer-oriented professional with outstanding sales expertise to take on the role of Sales Lead Manager at our thriving hotel chain. In this position, you will be responsible for crafting a comprehensive sales and marketing strategy aimed at attracting both new and existing clients to surpass revenue goals through...

  • Client Relationship Specialist

    1 week ago

    Covington, Kentucky, United States Fidelity Investments Full time

    Client Relationship SpecialistPosition Overview:At Fidelity Investments, we are in search of remarkable individuals who possess a genuine enthusiasm for helping others. The role of a Client Relationship Specialist (CRS) is pivotal in our mission to provide exceptional service to our clients. We welcome applicants from diverse educational backgrounds,...

  • Solid Waste Management Coordinator

    1 day ago

    Covington, Kentucky, United States City of Covington Full time

    Job SummaryWe are seeking a highly motivated and experienced professional to join our team as a Solid Waste Coordinator at the City of Covington. As a key member of our Public Works department, you will play a critical role in planning, organizing, and directing all activities and programs related to solid waste management.Key ResponsibilitiesProgram...

  • Environmental Services Manager

    3 weeks ago

    Covington, United States Compass Group Careers Full time

    Job DescriptionJob Description Crothall Healthcare Crothall Healthcare is a Compass One Company that provides specialized, high-quality, innovative, and responsive support services exclusively to the healthcare industry. Crothall serves many of the Top 100 Hospitals throughout its over 1300 healthcare service teams in 46 states. Crothall has been recognized...

  • Environmental Services Manager

    3 weeks ago

    Covington, United States Compass Group Careers Full time

    Job DescriptionJob Description Crothall Healthcare Crothall Healthcare is a Compass One Company that provides specialized, high-quality, innovative, and responsive support services exclusively to the healthcare industry. Crothall serves many of the Top 100 Hospitals throughout its over 1300 healthcare service teams in 46 states. Crothall has been recognized...

  • Environmental Services Manager

    2 days ago

    Covington, United States Compass Group Careers Full time

    Job DescriptionJob Description Crothall Healthcare Crothall Healthcare is a Compass One Company that provides specialized, high-quality, innovative, and responsive support services exclusively to the healthcare industry. Crothall serves many of the Top 100 Hospitals throughout its over 1300 healthcare service teams in 46 states. Crothall has been recognized...

SVP, Group Manager- Relationship Management

2 months ago

Covington, United States Fidelity TalentSource LLC Full time



Job Description:

Role

The Select Market Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Select Market corporate client relationships Primary responsibility is the effective leadership of approximately 10 Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 100+ corporate client relationships with over 500,000 individual participants and approximately $75-100B in assets under administration. The SVP, Group Manager is responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health & Welfare administration), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings (ex: Student Debt, Workplace Giving).

This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CEO, CHRO, SVP of HR) of existing and prospective customers. Effectiveness in the role requires superior executive presence, benefits and financial services acumen, and consultative sales skills. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business in order to maximize business results. Focus areas include client retention and loyalty, revenue growth, product and services adoption and relationship risk mitigation strategies. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports.

Expertise and Skills you Bring.

  • Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.

  • Provide focused leadership, motivation, and support for MD team to deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities.

  • Influence appropriate service model for clients based on their stated goals and objectives, as well as, their economic contribution to Fidelity.

  • Improve service delivery and advance individual client action plans to meet key business strategies and overall business unit objectives.

  • Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Treasury, Legal, and Procurement.

  • Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and Rebid AE on all retention activities.

  • Provide leadership across internal support organizations to provide cross functional accountability for client retention and loyalty.

  • Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.

  • Develop and maintain strong relationships with prevalent regional and national consulting firms representing Fidelity and client points of view for negotiations and ongoing relationship support.

  • Serve as Executive Sponsor for key client relationships including largest clients, clients with significant service escalations and clients requiring uptiering relationships based on risk mitigation plans.

  • Serve as functional liaison for the Select Market relationship management team effectively representing client and organizational interests with senior leaders across Fidelity.

  • In cooperation with SVP, Select Market Segment Lead, develop strategy and goals for the organization that produce year-over-year profitability.

  • Identify personal development objectives with each MD and support execution of plans to continually build competencies and skill sets to deliver outstanding business results.

  • Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent.

  • Coach and mentor to provide continued career development and evaluate performance.

  • Provide leadership to build an empowered, diverse and inclusive team and segment culture.

  • Work in cooperation with staffing organization to develop desired proficiencies and experience to acquire the best and brightest talent for the organization and maintain.

  • Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.

  • Ensure that team is compliant with all appropriate rules and regulatory requirements.

  • College degree required.

  • MBA or other advanced degree preferred.

  • Institutional client management and growth experience required.

  • Minimum of 5 years management experience required.

  • Complete series 7, 24 & 63 exams within 90 days of hire.

  • Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing.

  • Proven 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 acumen.

  • Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.

  • Tangible competitive spirit with determination and motivation to win.

  • Proven leadership, coaching, and career developments skills with a mix of tenured and new professional MDs.

  • Demonstrated consultative sales skills.

  • Expert presentation, meeting management, and communication skills

Team

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

accommodations@ .