Account Manager in Customer Success team driving SaaS revenue growth at Moss through proactive customer engagement and strategic guidance.
SF
Hybrid Vice President, Institutional Relationship Manager
Posted 5 months ago
About the role
- Vice President, Institutional Relationship Manager developing strategic relationships for Fidelity Charitable. Responsible for client satisfaction, business development, and relationship management.
Responsibilities
- acts as the primary strategic contact for several of Fidelity Charitable’s largest and most valuable institutional relationships
- develops a detailed understanding of client's business and critical initiatives
- develops a proactive engagement plan that improves the overall relationship
- responsible for business development, client growth, client retention, client satisfaction, risk management
- leads client relationship management team comprised of members of Fidelity Charitable’s Client Experience, Complex Asset, Program, and other internal business partners
- conducts regular client business reviews to discuss and develop the Fidelity Charitable relationship
- documents client activities, business opportunities, call reports and all communications with clients on a timely basis
Requirements
- 10-15 years successful sales or relationship management experience in the financial services industry
- Strong knowledge of the RIA, Family Office, Brokerage and Wirehouse markets
- BS Degree or equivalent experience required
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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