VP, Relationship Management – Insurance/Sub Advisory

This is a fully remote position, open to applicants in Illinois, +2 more states.

📋 Description

• Oversee and enhance a portfolio of key institutional insurance clients.

• Propel growth, retention, and strategic engagement across specified insurance firms, including those in annuity and life insurance sectors.

• Navigate intricate client organizations to showcase Fidelity’s investment capabilities.

• Address Defined Contribution Investment Only and Core Wealth segments as necessary.

• Promote collaboration across various Fidelity business divisions to provide integrated solutions.

• Spearhead growth and retention initiatives for institutional insurance clients.

• Spot opportunities for Fidelity’s investment offerings.

• Present asset-class expertise, thought leadership, and investment products.

• Supply market insights and client input to influence product strategy and initiatives.

• Act as a thought leader and trusted partner representing Fidelity at industry events and client meetings.

• Collaborate with investment professionals and financial institutions.

⛳️ Requirements

• CFA or CIMA designation is preferred.

• Over 10 years of experience in relationship management, distribution, or business development within asset management.

• Series 7 and 63 licenses are essential.

• A client-centric approach with the ability to cultivate trusted partnerships at senior levels.

• Profound understanding of the insurance market, including investment, product, and regulatory trends.

• Capacity to establish credibility with clients as an investment resource across various asset classes.

• Outstanding communication, negotiation, and presentation skills.

• Strong teamwork skills and the ability to collaborate with both external and internal clients.

• Willingness to travel up to 50%.

• Fidelity will not sponsor immigration for this position.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Market-leading retirement plans.

• Generous paid time off.

• Parental leave.

• Employee match program for charitable giving.

• Educational assistance, including student loan repayment options.

• Tuition reimbursement.

• Learning resources to foster career development.

• Potential for bonus or other variable compensation based on position and eligibility.