SVP, Managing Director Team Leader- Relationship Management

2 weeks ago

Boston, United States National Black MBA Association Full time

Job Description:

Role

The Strategic Market Relationship Management Team Lead (SVP Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Strategic Market corporate client relationships Primary responsibility is the effective leadership of 10 SVP, Managing Directors (MDs) to ensure the satisfaction and retention corporate client relationships. 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), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings.

This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CEO, SVP of HR) of existing and prospective customers. 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, dedication, happiness, 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.

  • Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including 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.

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

  • Develop and maintain positive 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 clients, clients with significant service customer concerns and clients requiring uptiering relationships based on risk mitigation plans.

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

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

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

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

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

Education and Experience

  • 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 sophisticated financial and service delivery related topics, both internal and client facing.

  • Proven track record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses.

  • Strong revenue management and overall financial acumen.

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

  • Validated leadership, coaching, and career developments skills with a tenured team of professionals

  • Validated consultative sales skills.

  • Experienced presentation, meeting management, and communication skills.

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—we 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 fidelitycareers.com.

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@fmr.com.

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