Hybrid Vice President, Relationship Management Team Lead

at skillventory - A Leading Talent Research Firm

• Job title: Vice President, Relationship Management Team Lead
• Job type: Full Time
• Experience level: Senior
• Salary: $120,000 - $200,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Westlake, United States

About the role

• Vice President managing a team overseeing 401(k) client relationships and advisors at Fidelity. Focus on client retention, loyalty, and revenue opportunities across the organization.

Responsibilities

• overall accountability for a team of up to 7 Managing Directors (MD)
• oversee Workplace Investing client relationships primarily for 401(k) recordkeeping
• establish, uphold, and expand solid and dependable client connections with important decision-makers
• build, deepen, and strengthen relationships with 13-15 Advisor teams
• serve as the key relationship contact for these Advisor teams within Fidelity
• oversee a team of service-oriented employees and partners across the Fidelity organization
• address both plan sponsor and advisor client demands and challenges
• assist institutional clients in running a successful benefits program to enhance the welfare of their staff
• accountable for retention, client loyalty, and revenue opportunities of assigned territory
• collaborate with the MD, Sales and other business partners in retention activities
• drive engagement with internal business leaders in joint planning and client strategies to deliver desired outcomes
• develop strategy and goals for organization that produce year-over-year profitability
• ensure that team is aligned with all appropriate rules and regulations.

Requirements

• College degree preferred
• Relationship management experience preferred
• People Management required
• Hold or complete series 7, 24 & 63 exams within 90 days of hire
• Strong proven negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing
• Ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses
• Strong revenue management and overall financial acuity
• Lead multiple, sometimes conflicting priorities, balancing the needs of the client, the advisor, and the organization
• Leadership, mentoring, and career developments skills with a tenured team of professionals
• Validated consultative sales skills
• Experienced presentation, meeting management, and interpersonal skills.

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