Account Manager engaging in clinical sales for Atos Medical's tracheostomy and laryngectomy products. Analyzing market potential and developing client strategies in the clinical healthcare sector.
SF
Hybrid Vice President, Institutional Relationship Manager
Posted 3 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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Strategic Partnerships Manager establishing and nurturing partnerships to drive growth for Riege Software. Engage closely with sales, marketing, and product teams within a hybrid work model.
Bank Partnerships Manager overseeing bank partner relationships at fintech company. Driving process improvements and strategic opportunities for partnership success.
Account Coordinator assisting commercial property and casualty clients in Financial Institutions. Responsible for client communications, policy distribution and billing oversight.
Partnerships Manager responsible for expanding B2B accounts at Vio travel tech. Manage partner relationships to optimize performance and drive growth.
RVP of Business Development at Cogent Analytics owning market and driving high - value sales. Requires extensive sales experience and a consultative approach in B2B environments.
Account Manager Sr managing a portfolio of public sector clients in Brazil. Focusing on relationship building and cloud solutions sales.
Account Manager Sr managing public sector client relationships in Brazil. Responsible for new opportunities and institutional relationship building.
Senior Account Manager responsible for strategic growth and long - term success of enterprise clients at Upvest. Managing relationships to unlock the full potential of Upvest’s Investment API.
Account Manager managing client relationships for a fintech that simplifies accounting processes. Fostering partnerships and client retention within a data - driven SaaS environment.