VP, Relationship Management – Insurance/Sub Advisory

skillventory - A Leading Talent Research Firm

Investment Relationship Manager managing and expanding a portfolio of institutional insurance clients. Focused on driving growth, retention, and strategic engagement across multiple insurance firms.

Posted 6/17/2026full-timeSmithfield • Massachusetts, New Hampshire, New York, Rhode Island • 🇺🇸 United StatesLead💰 $110,000 - $225,000 per yearWebsite

About the role

Key responsibilities & impact

Lead growth and retention efforts across a portfolio of institutional insurance clients
Deepen and expand relationships by identifying new opportunities for Fidelity’s investment solutions
Asset Class expertise positioning various thought leadership and investment product topics
Thrive in a team environment of strong investment professionals within the Relationship Manager Team
Provide market intelligence and client feedback to help shape Fidelity’s product strategy and initiatives
Represent Fidelity at key industry events and client meetings as a thought leader and trusted partner

Requirements

What you’ll need

CFA or CIMA preferred
10+ years of experience in relationship management, distribution, or business development with in asset management
Series 7 and 63 licenses required
Client-first mindset with the ability to develop trusted partnerships at senior levels
Deep understanding of the insurance marketplace, including investment, product, and regulatory trends influencing the industry
Establish credibility with clients as an investment resource across asset classes
Exceptional communication, negotiation and presentation skills
Strong collaboration skills and the ability to partner with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management, product, finance and distribution
Ability to travel up to 50%

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

relationship managementbusiness developmentasset managementmarket intelligenceinvestment solutionsinvestment product knowledgeregulatory trendsnegotiation skillspresentation skillscollaboration skills

Soft Skills

client-first mindsettrusted partnershipscredibilitycommunication skillsteamworkthought leadershipadaptabilitystrategic thinkingproblem-solvinginterpersonal skills

Certifications

CFACIMASeries 7Series 63