SVP, Consultant Relations

🕒 July 23

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Lead new business initiatives • Cultivate positive relationships with influential external consultants • Develop and manage a key book of the largest and most influential consultants and search firms • Engage regularly with senior leadership, applicable home offices, and individual search consultants • Provide continuous professional development on industry and competitor products/services • Frequent interaction with sales account executives, relationship managers, internal investment consultants, senior management, and pricing • Work independently, exhibiting drive, passion, and collaboration while using excellent judgment

🎯 Requirements

• Minimum 10+ years industry experience or equivalent • Preferred to have existing Consultant Relations and/or experience in strategic account management • An MBA or higher degree is advantageous • Series 7 and 63 licenses • Outstanding communication abilities, both spoken and written, particularly in group environments • Possess the knowledge and skill to guide deal strategies and foster winning outcomes • Must be organized and able to balance multiple projects simultaneously while working with consultant and deal-imposed deadlines • Collaborative and team oriented • Proactive and confident in working autonomously without specific instructions, combined with the capacity to contribute as part of the CR team • Board room/C-suite command presence and professional maturity • Creative thinking translated into beneficial presentation skills and content development • Deep domain experience in the industry and all in-scope Fidelity products • Commercially minded and understands the internal and external economics of our business across segment lines • Understands the regulatory environment • Strong willed enough to influence the action, but perceptive enough to do so in a consultative fashion • Able to influence and persuade and think strategically, balancing the needs of Fidelity and the client • Act with integrity and always use good judgment.

🏖️ Benefits

• Remote work options • Professional development opportunities