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Client Relationship Executive

2 months ago

Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

About the Role

Fidelity TalentSource LLC is seeking an experienced professional to support the retention and growth of our investment capabilities within our Institutional Client Group (ICG) organization. As an Account Executive, you will work collaboratively with colleagues across the globe to oversee an existing book-of-business and drive AUM growth across our global distribution network.

Key Responsibilities

  • Implement new global accounts and handle day-to-day service requests from across the globe
  • Coordinate new business proposal responses and development of marketing collateral
  • Provide oversight of sub-advisory agreements and pricing arrangements
  • Build relationships and establish strategy sessions with US and Global Sales teams
  • Manage Sales opportunities through their lifecycle in Salesforce CRM
  • Present updates on Sales activity, campaign efforts, and key areas of focus for internal audiences
  • Demonstrate the capabilities and resources of Fidelity to add new value for our clients
  • Share industry trends and insight from peer organizations to help clients navigate sophisticated investment changes
  • Stay advised of critical operational issues and customer concerns that impact the business partner
  • Share information and collaborate with colleagues across Fidelity to demonstrate standard methodologies and work on cross-company initiatives
  • Serve as a lead contact for various groups across Fidelity to help enhance our business relationships across the organization

About Fidelity TalentSource LLC

Fidelity TalentSource LLC is a leading provider of investment and financial services. We help individuals, businesses, and institutions achieve their financial goals through our range of products and services. Our team is dedicated to delivering exceptional client service and building long-term relationships with our clients.