Strategic Relationship Manager

3 days ago


Boston, Massachusetts, United States Fidelity TalentSource LLC Full time
About the Role
Are you a seasoned professional in asset management with a passion for building strategic relationships? We are seeking a highly skilled Vice President to join our team at Fidelity TalentSource LLC. As a key member of our organization, you will be responsible for managing all aspects of asset management relationship management for distribution on Envestnet's managed account platform.

About You
To be successful in this role, you will need to have 15+ years of financial services related experience, including experience with Envestnet and relationship management. You must also possess strong investment competence and communication skills. Additionally, you will need to be able to collaborate across various cross-functional areas, including product, marketing, and distribution leads. This position requires the ability to interact well with both external clients and internal clients, as well as 50-60% national travel requirement.

About Us
Fidelity TalentSource LLC is a leading provider of institutional investment solutions, and we are dedicated to helping our clients achieve their investment goals. Our team is passionate about delivering exceptional results and building long-lasting relationships with our clients. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

What We Offer
In addition to a competitive salary range of $70,000 - $175,000 per year, we offer a comprehensive benefits package, including comprehensive health care coverage, market-leading retirement plans, generous paid time off, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. We also provide opportunities for professional growth and development, as well as a dynamic and inclusive work environment.

Requirements
This role requires a Bachelor's degree, Series 7 & 63 licenses, MBA and/or CFA (or progress towards) preferred, and strong investment competence and communication skills. We are an equal opportunity employer and welcome applications from diverse candidates.

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