Strategic Relationship Manager
4 weeks ago
Job Summary:
This role is responsible for managing relationships with key stakeholders in the asset management industry, including Envestnet and Fidelity s asset management teams. The ideal candidate will have 15+ years of financial services experience and a strong understanding of investment products and capabilities.
Key Responsibilities:
- Collaborate with Envestnet s PMC research team to represent Fidelity s asset management products and capabilities
- Develop and execute strategies to launch and manage Envestnet s Premier Partnership Program
- Build and maintain strong relationships with senior leadership at Envestnet, Fidelity s asset management and product teams, and other key stakeholders
- Support the development of investment products and capabilities, including equity, fixed-income, high-income, and global asset allocation
Requirements:
- 15+ years of financial services experience
- Series 7 & 63 licenses required
- Bachelor s degree required
- MBA and/or CFA (or progress towards) preferred
- Experience with Envestnet and relationship management
What We Offer:
- Competitive base salary range of $70,000 - $175,000 per year
- Bonus or other variable compensation
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement plan
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment, tuition reimbursement, and learning resources
About Fidelity:
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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients money.
Certifications:
Series 0- FINRA, Series 6- FINRA
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