Vice President, Senior Relationship Manager - Custody

Job Description:

As a critical position within the firm, acts as the primary strategic contact for Fidelity’s largest and most valuable custody clients. Develops a detailed understanding of client's business and strategic initiatives to develop a proactive engagement plan that enhances overall relationship and includes positioning of Fidelity solutions and products. Responsible for business development, client growth, client retention, client satisfaction, risk management, acting as lead representative to broader Fidelity enterprise. Consults on industry trends, products, platforms, technology and regulatory matters. Strategically engages with senior leaders within Fidelity.

Job Responsibilities

• Contributes to segment and organizational goals/initiatives.
• Employs a high touch client engagement model.
• Conducts regular client business reviews to discuss and develop the overall Fidelity relationship.
• Drives executive leadership engagement at Fidelity events and keeps firms apprised of topical events/webinars to support staff development and growth.
• Drives asset growth.
• Develops a deep understanding of client business model, evaluating key aspects of their business, and leveraging consulting and discovery tools and best practices to develop the overall relationship.
• Aligns Fidelity and trusted third-party solutions to meet client business needs.
• Manages profitability and key business metrics.
• Utilization of technology to document engagements.
• Proposes and coordinates consulting engagements with Fidelity subject matter experts based on business need.
• Oversees client satisfaction and retention.
• Mitigates risk to Fidelity and our clients.
• Cultivates collaborative relationships with key internal business partners.
• Fosters sharing of best practices across the segment and broader organization.
• Commits to ongoing professional development.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Relationship Management

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.