Head of Growth Account Management at native overseeing commercial growth in a category - led model. Leading team performance and optimizing account strategies within a startup environment.
SF
Hybrid Vice President, Institutional Custody Relationship Manager
Posted 2 weeks ago
About the role
- Vice President of Relationship Management responsible for large institutional clientele at Fidelity Investments. Focusing on client satisfaction, revenue growth, and strategic solutions implementation with executive engagement.
Responsibilities
- partner with existing and new client relationships
- accountable for overall client satisfaction
- introduce Fidelity Institutional services and products
- grow revenue and increase overall profitability for each relationship
- uncover client needs and opportunities
- deliver impactful thought leadership and expertise
- develop key strategic relationships with principal decision makers
- provide proactive consultations to senior individuals
- maintain key relationships at the c-suite
- document client activities and opportunities in the CRM
- develop referrals from existing client relationships
- manage a complex group of large institutional clients
Requirements
- Bachelor’s degree required
- 8+ years of Relationship Management or Sales experience; preferably within the Bank Trust and Retirement/401k industries
- Series 7 and 63 licenses required
- Deep understanding of banks, trust companies, retirement firms and RIAs
- Direct experience in RIA, Custody or Brokerage industry
- Experience in delivering practice management consulting
- Proven track record in building and handling relationships with demanding and complex clients
- Ability to develop a comprehensive, customer-centric relationship management strategy and business plan for each client
- Executive level engagement and experience
- Financial business analysis and/or consulting experience
- Institutional brokerage operations experience
- Strong communication and listening skills
- Ability to identify and handle risk situations
- Acumen for financials including client P&Ls
- Demonstrated ability to develop and implement business plans
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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