Vice President, Relationship Management- Team Leader
Fidelity(5 days ago)
About this role
A Vice President, Relationship Management Team Leader at Fidelity oversees a team managing Workplace Investing client relationships, primarily focused on 401(k) recordkeeping for clients with assets typically under $10M. The role emphasizes client retention, revenue growth, and strategic management of relationships with senior-level decision makers.
Required Skills
- Relationship Management
- Negotiation
- Financial Acuity
- Strategic Planning
- Client Retention
- Consultative Sales
- Leadership
- Presentation Skills
- Team Management
- Financial Products
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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