VP, Institutional Relationship Manager
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: United States
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Salary
💰 $150,000 - $190,000 per year
Job Level
About the role
- Acts as the primary strategic contact for several of Fidelity Charitable’s largest and most valuable institutional relationships.
- Develops a detailed understanding of client's business and critical initiatives.
- Responsible for business development, client growth, client retention, client satisfaction, risk management.
- Documents client activities, business opportunities, call reports and all communications with clients on a timely basis.
- Proposes and coordinates consulting engagements with Fidelity Charitable subject matter experts based on business need.
Requirements
- 10-15 years successful sales or relationship management experience in the financial services industry
- Strong knowledge of the RIA, Family Office, Brokerage and Wirehouse markets; understanding of the industry, financial markets and competitive influence.
- BS Degree or equivalent experience required
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 to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
business developmentclient growthclient retentionclient satisfactionrisk managementcommunication