VP - Relationship Management, Insurance/Sub Advisory at Fidelity Investments

Smithfield, Rhode Island, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Asset Management, Financial ServicesIndustries

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 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%
Deep industry relationships and strong understanding of subadvised and Variable Insurance Trust (VIT) structures, with the ability to navigate complex client organizations

Responsibilities

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
Position asset class expertise on 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
Manage and expand a portfolio of strategic clients in the Institutional Insurance market, including those offering annuity and life insurance products
Drive growth, retention, and strategic engagement across a defined set of insurance firms
Deliver Fidelity’s full range of investment capabilities
Coverage responsibilities across Defined Contribution Investment Only (DCIO) and Core Wealth segments, fostering collaboration across Fidelity business lines to deliver integrated solutions

Skills

Key technologies and capabilities for this role

CFACIMASeries 7Series 63Relationship ManagementAsset ManagementInsurance MarketplaceSubadvised StructuresVariable Insurance TrustDCIOBusiness DevelopmentNegotiationPresentation Skills

Questions & Answers

Common questions about this position

What licenses are required for this VP Relationship Management role?

Series 7 and 63 licenses are required.

What experience is needed for this position?

Candidates need 10+ years of experience in relationship management, distribution, or business development within asset management, along with CFA or CIMA preferred.

Is travel required in this role?

Yes, the role requires the ability to travel up to 50%.

What is the team environment like at Fidelity for this position?

The role involves thriving in a team environment of strong investment professionals within the Relationship Manager Team, part of Fidelity Institutional serving financial institutions nationwide including insurance companies.

What makes a strong candidate for this Insurance/Sub Advisory role?

A strong candidate has a client-first mindset, deep industry relationships in insurance, exceptional communication and collaboration skills, and expertise in subadvised and VIT structures to build trusted senior-level partnerships.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

Land your dream remote job 3x faster with AI

Try Jobo Free