VP, Relationship Management – Insurance/Sub Advisory

🔥 49 minutes ago

🌽 Illinois, New York, +1 more states – Remote

🌽 Illinois – Remote 🗽 New York – Remote ⚓ Rhode Island – Remote

💵 $110k - $225k / year

⏰ Full Time

🔴 Lead

🔒 Insurance

👻 Ghost score 0%

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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

• Manage and expand a portfolio of strategic institutional insurance clients • Drive growth, retention, and strategic engagement across defined insurance firms, including annuity and life insurance providers • Navigate complex client organizations and deliver Fidelity’s investment capabilities • Cover Defined Contribution Investment Only and Core Wealth segments as needed • Foster collaboration across Fidelity business lines to deliver integrated solutions • Lead growth and retention efforts across institutional insurance clients • Identify opportunities for Fidelity’s investment solutions • Position asset-class expertise, thought leadership, and investment products • Provide market intelligence and client feedback to shape product strategy and initiatives • Represent Fidelity at industry events and client meetings as a thought leader and trusted partner • Collaborate with investment professionals and financial institutions

🎯 Requirements

• CFA or CIMA preferred • 10+ years of experience in relationship management, distribution, or business development within asset management • Series 7 and 63 licenses required • Client-first mindset with ability to develop trusted partnerships at senior levels • Deep understanding of the insurance marketplace, including investment, product, and regulatory trends • Ability to establish credibility with clients as an investment resource across asset classes • Exceptional communication, negotiation, and presentation skills • Strong collaboration skills and ability to partner with external and internal clients • Ability to travel up to 50% • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment • Tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation may be included depending on position and eligibility