Account Manager responsible for client relationships at DigiStream Investigations in Sacramento. Presenting investigative and intelligence solutions to clients to support fraud mitigation efforts.
SF
Hybrid Vice President, Family Office Relationship Manager
Posted 5 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
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