VP, Hub Leader managing the Global Servicing team in Phoenix, Arizona. Overseeing performance metrics and budget management with a focus on customer experience.
SF
Hybrid Vice President, Relationship Management – Team Leader
Posted 9 hours ago
About the role
- Team Lead overseeing Workplace Investing client relationships for Fidelity with $5-10B in 401(k) assets. Responsible for strategic growth, retention, and managing a high-performing team.
Responsibilities
- Responsible for the overall strategy of the territory to improve business results
- Focus areas include client retention and dedication, revenue growth, cross selling, and relationship risk mitigation strategies
- Additional management duties include associate development, performance evaluation, compensation planning, and hiring
- Develop and maintain strong client relationships, including multiple constituencies including HR, Treasury, Legal, Procurement, and Third Party Administrators
- Serve as a senior point of contact for key Plan Sponsor and Advisor clients; address client issues and mitigate risk
- Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team
- Collaborate with MD, Sales (when applicable) and other business partners in retention activities
Requirements
- College degree preferred
- Relationship management experience preferred
- Management experience preferred
- Complete series 7, 24 & 63 exams within 90 days of hire
- Strong proven negotiation skills spanning sophisticated financial and service delivery related topics
- Ability to navigate and influence executive level business leaders
- Strong revenue management and overall financial acuity
- Leadership, mentoring, and career development 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 to develop your career
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