skillventory - A Leading Talent Research Firm

SVP, Team Leader – Relationship Management

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Texas • United States

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Job Level

Senior

About the role

  • The Large Market Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Large Market corporate client relationships!
  • Primary responsibility is the effective leadership of approximately 10 Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 100+ corporate client relationships with between $100-$500M in assets under administration.
  • The SVP, Group Manager is responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health & Welfare administration), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings (ex: Student Debt, Workplace Giving).

Requirements

  • Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.
  • Provide focused leadership, motivation, and support for MD team to deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities.
  • Influence appropriate service model for clients based on their stated goals and objectives, as well as their economic contribution to Fidelity.
  • Improve service delivery and advance individual client action plans to meet key business strategies and overall business unit objectives.
  • Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Treasury, Legal, and Procurement.
  • Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and Rebid AE on all retention activities.
  • Provide leadership across internal support organizations to provide cross functional accountability for client retention and loyalty.
  • Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.
  • Develop and maintain strong relationships with prevalent regional and national consulting firms representing Fidelity and client points of view for negotiations and ongoing relationship support.
  • Serve as Executive Sponsor for key client relationships including largest clients, clients with significant service escalations and clients requiring uptiering relationships based on risk mitigation plans.
  • Serve as functional liaison for the Large Market relationship management team effectively representing client and organizational interests with senior leaders across Fidelity.
  • In cooperation with SVP, Large Market Segment Lead, develop strategy and goals for the organization that produce year-over-year profitability.
  • Identify personal development objectives with each MD and support execution of plans to continually build competencies and skill sets to deliver outstanding business results.
  • Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent.
  • Coach and mentor to provide continued career development and evaluate performance.
  • Provide leadership to build an empowered, diverse and inclusive team and segment culture.
  • Work in cooperation with staffing organization to develop desired proficiencies and experience to acquire the best and brightest talent for the organization and maintain.
  • Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.
  • Ensure that team is compliant with all appropriate rules and regulatory requirements.
Benefits
  • Comprehensive benefits package
  • College degree required
  • MBA or other advanced degree preferred
  • Institutional client management and growth experience required
  • Minimum of 5 years management experience required
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client relationship managementportfolio managementservice delivery improvementclient action plansretention strategiesnegotiationrisk mitigationperformance evaluationteam leadershipcross-functional collaboration
Soft Skills
leadershipmotivationcommunicationcoachingmentoringstrategic planningrelationship buildinginclusivityproblem-solvinginfluence