Strategic Relationship Manager

3 days ago


Boston, Massachusetts, United States Fidelity TalentSource LLC Full time

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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