Senior Account Manager responsible for 360° campaign conception and management. Join our innovative and international team, contributing to creative communication strategies.
SF
Hybrid Vice President, Family Office Relationship Manager
Posted 2 months ago
About the role
- Vice President Relationship Manager developing key relationships with Single-Family Offices and Wealthy Families in Fidelity's Family Office team. Offering clients access to a comprehensive set of products and services to thrive.
Responsibilities
- Work with and develop key relationships with some of the largest and most complex Single-Family Offices (SFOs) and Wealthy Families (WFs)
- Provide overall client accountability and book management of a sophisticated portfolio of clients
- Conduct comprehensive quarterly and/or annual relationship reviews
- Develop true partnerships by helping clients successfully lead and build their business while improving the business relationship
- Grow assets under administration (AUA) and find opportunities to convert to assets under management (AUM) by working closely with sales and the investment teams
Requirements
- Bachelor’s degree required
- MBA preferred
- 15+ years of financial services, proven experience with SFO/WF/RIA industry expertise a must
- 15+ years of direct client and/or financial services experience in a Sales and/or Relationship Management function
- Series 7 and 63 licenses required
- Deep understanding of the organizational structure of an SFO/WF/RIA – including service, technology, investment and back-office operations
- Experience in wealth management and/or investment management
- Financial business analysis and/or consulting experience
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
Job type
Experience level
Salary
Degree requirement
Location requirements
Account Manager managing integrated B2B marketing programmes for technology brands during maternity cover. Focusing on strategy, execution, and client relationship management.
Account Manager promoting sustainable construction solutions in the OEM market for the UK and Ireland. Seeking new sales opportunities and managing customer relationships.
Key Account Manager overseeing OTR sales and customer relationships in South Africa. Responsible for developing new business and maintaining key customer portfolios with site visits.
Analyst III designing and implementing strategies for Nequi to improve processes and growth. Contributing to the organization's strategic goals regarding sustainability and profitability.
Territory Manager overseeing client cleaning solutions for restaurants and hotels at Ecolab. Responsible for installation, maintenance, and client training for hygiene technologies.
Intern assisting the Strategic Partnerships team at the Pembina Institute. Focus on research and administrative support in fundraising efforts for clean energy transition.
Clinical Sales Account Manager driving sales strategies to achieve revenue goals across healthcare accounts. Collaborating with sales partners and managing customer relationships throughout the sales process.
Key Account Manager developing customer relationships and growth strategies for the leading surface technology company. Responsible for strategic expansion and planning with clients in the industry.
Senior Commercial Relationship Manager providing commercial credits and treasury management services to businesses. Developing and managing a portfolio of complex commercial relationships for a leading bank.