Vice President, Sales & Relationship Manager representing Fidelity's investment management to Public Sector clients and prospects. Focused on building relationships and driving investment assets within the institutional marketplace.
Responsibilities
Build, manage, and grow relationships with sophisticated institutional investors
Represent Fidelity’s investment management capabilities – across asset classes – to clients and prospects
Collaborate across large and distributed teams to create alignment and represent the best of Fidelity to our clients
Develop and implement a comprehensive, regionally focused, business development plan to raise new investment assets
Requirements
Bachelor’s degree required; MBA or CFA desired
15+ years of experience in the financial services industry with demonstrated track record of selling investment management products and solutions
Strong knowledge of U.S. Public Sector entities and capital markets; working knowledge of Fidelity’s domestic and international investment offering
Ability to engage with C-Suite executives across Investment, Treasury, and Benefits functions
Experience negotiating Investment Management Agreements and navigating complex financial, operational, legal, and compliance issues throughout business development process
Strategic thinking and creative problem-solving to drive client retention and growth
Series 7 and 63 registrations
Proven ability to build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients
Excellent collaboration skills – ability to work with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions
Ability to communicate complex issues internally and externally and to advocate on behalf of clients while representing Fidelity in the market
Passion for financial markets, investment process and the delivery of effective investment solutions
Self-motivated and driven individual who can operate remotely and will find value-added ways to engage with CFOs and Treasurers
Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline of opportunities across asset classes
Identify speaking, partnership, and other opportunities to raise the visibility of Fidelity’s institutional brand
Interpersonal skills, consultative selling, and effective development and delivery of investment capabilities to advocate for Fidelity in the marketplace
Knowledge of industry trends, best practices, and insight from peer organizations to help clients navigate the dynamic investment environment
Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives.
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
Job title
Vice President, Public Sector Sales – Relationship Manager
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