Head of Intermediary Relationship Management

Fidelity(3 months ago)

HybridFull TimeExecutive$185,000 - $400,000Relationship Management

About this role

The SVP, Head of Relationship Management leads the Intermediary Investment Client Group (IICG) Relationship Management function that supports over $1.8B in revenues for Fidelity Institutional. This executive role sets strategic direction for the RM organization, represents the firm to distributor and institutional clients, and drives long-term growth and organizational effectiveness. The position reports to the Head of IICG.

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Required Skills

Relationship Management
Strategic Vision
Organizational Change
Executive Engagement
Client Management
Financial Acumen
Leadership
Coaching
Risk Management
Process Improvement

+5 more

Qualifications

Bachelor's Degree
MBA (Preferred)
Series 7
Series 63

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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