Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you passionate about helping organizations deliver retirement and benefits programs that make a meaningful difference in people's lives? Do you enjoy leading high-performing teams while building trusted relationships with senior executives and institutional clients?

In this leadership role, you will guide a team of Relationship Management professionals supporting our national Core Market segment with the Tax-Exempt Market. You'll be leading client engagement, strengthening partnerships, solving complex challenges, and helping clients achieve their long-term goals. Your work will directly contribute to client satisfaction, retention, growth, and the financial well-being of millions of workplace retirement plan participants.

The Expertise and Skills You Bring

We are seeking an experienced leader who combines strong relationship management skills with a passion for developing talent and delivering exceptional client experiences. The ideal candidate brings deep experience managing institutional client relationships, influencing senior stakeholders, and leading teams through change and growth.

You have demonstrated success in building credibility with executives, fostering collaboration across organizations, and helping teams achieve ambitious goals. You are comfortable navigating complex business discussions, balancing multiple priorities, and making thoughtful decisions that support both client and business outcomes.

• Holds FINRA Series 7 license upfront; will also require series 24 and 63 licenses to be acquired within 90 days of hire.
• 15 years of experience in client relationship management, institutional client service, participant services, or related areas within financial services, retirement, or benefits organizations.
• Expected travel is minimum of 50%
• Minimum of 5 years people leader experience preferred
• Ability to build relationships with executive decision-makers and key business partners.
• Expert presentation, communication, facilitation, and negotiation skills.
• Experience leading client retention, renewal, or business growth initiatives.
• Proven ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses.
• Strong revenue management and overall financial acumen.
• Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.

The Team

Our Tax-Exempt Relationship Management team partners with educational institutions, healthcare organizations, government entities, and nonprofit employers to support workplace retirement and benefits programs. We help clients navigate evolving needs while creating positive outcomes for their employees and plan participants.

We believe strong partnerships drive better results. By working closely with clients and colleagues across Fidelity, we help organizations deliver programs that promote long-term financial well-being. Our team values collaboration, continuous learning, inclusion, and professional growth. Most importantly, we are committed to creating an environment where skilled professionals can make an impact while developing rewarding careers.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA

Category:

Relationship Management

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.