Account Manager in Customer Success team driving SaaS revenue growth at Moss through proactive customer engagement and strategic guidance.
SF
Hybrid Vice President, Public Sector Sales – Relationship Manager
Posted 5 months ago
About the role
- 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
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