Vice President, Relationship Management Team Lead

Fidelity(13 days ago)

HybridFull TimeSenior$120,000 - $200,000Relationship Management

About this role

A Vice President, Relationship Management Team Lead at Fidelity oversees a team of Managing Directors handling Workplace Investing client relationships, focusing on building and maintaining strong client and advisor partnerships. The role involves strategic leadership, client retention, and driving revenue growth within the organization, with an emphasis on senior-level engagement and team management.

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Required Skills

Relationship Management
Negotiation
Financial Acuity
Leadership
Client Relations
Sales
Mentoring
Strategic Planning
Communication
Regulatory Compliance

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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