Leading a team of MDs to drive client satisfaction and business growth across multi-state corporate clients. Providing oversight and direction in a diverse and high-performance team culture.
Responsibilities
Drive client retention, satisfaction, and business growth across a multistate book of business.
Shape and influence service models aligned with client goals and economic value.
Lead strategic service delivery improvements and execution of client‑level action plans.
Build and deepen senior‑level client relationships across HR, Treasury, Legal, Procurement, and other key functions.
Serve as Executive Sponsor for strategic, complex, or at‑risk client relationships.
Provide strategic direction, coaching, and performance management for a tenured team of SVP‑level MDs.
Set individual development goals and strengthen team consultative, technical, and leadership capabilities.
Foster a diverse, inclusive, and high‑performance team culture.
Build and maintain a strong internal and external talent pipeline.
Drive cross‑functional alignment to support client retention, loyalty, and growth.
Lead repricing, renewals, and competitive rebids in partnership with MDs and internal teams.
Engage internal business leaders on joint planning and client strategies.
Maintain strong relationships with regional and national consulting firms and key industry influencers.
Provide Supervisory Principal oversight for all registered representatives.
Ensure adherence to all regulatory, supervisory, and firm‑wide policies.
Requirements
Bachelor’s degree required; MBA or advanced degree preferred.
Extensive institutional client management experience across large, multi‑product portfolios.
Minimum 5 years of management experience leading senior‑level professionals.
Series 7, 24, and 63 required within 90 days of hire.
Demonstrated strength in complex negotiation and influencing senior executives.
Strong revenue management skills and financial acumen.
Ability to manage multiple priorities while balancing client and organizational needs.
Proven leadership in coaching, career development, and succession planning.
Strong consultative sales skills and executive‑level communication, presentation, and facilitation capabilities.
Benefits
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
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