SVP, Managing Director Team Leader- Relationship Management
Fidelity(19 days ago)
About this role
The SVP, Managing Director Team Leader – Relationship Management leads a team of senior professionals managing a large portfolio of corporate clients. The role involves providing strategic leadership, maintaining high client satisfaction, and ensuring compliance oversight within a well-established financial services organization.
Required Skills
- Client Management
- Leadership
- Negotiation
- Financial Acumen
- Strategic Planning
- Relationship Building
- Team Building
- Regulatory Compliance
- Executive Communication
- Sales
About Fidelity
fidelity.comFidelity 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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