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Job description
Investment Relationship ManagerThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for managing and expanding a portfolio of strategic clients in the Institutional Insurance market. The individual will focus on driving growth, retention and strategic engagement across a defined set of insurance firms, including those offering annuity and life insurance products. The ideal candidate brings deep industry relationships and a strong understanding of subadvised and Variable Insurance Trust (VIT) structures, with the ability to navigate complex client organizations and deliver Fidelity's full range of investment capabilities.In addition to insurance clients, this role may include coverage responsibilities across the Defined Contribution Investment Only (DCIO) and Core Wealth segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.NOTE: Fidelity will not provide immigration sponsorship for this position.The Expertise and Skills You BringCFA or CIMA preferred.10+ years of experience in relationship management, distribution, or business development with in asset management.Series 7 and 63 licenses requiredClient-first mindset with the ability to develop trusted partnerships at senior levelsDeep understanding of the insurance marketplace, including investment, product, and regulatory trends influencing the industry.Establish credibility with clients as an investment resource across asset classesExceptional communication, negotiation and presentation skillsStrong 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 distributionAbility to travel up to 50%The Value You DeliverLead 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 topicsThrive in a team environment of strong investment professionals within the Relationship Manager TeamProvide 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 partnerAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Worksite address
smithfield, RI, 02917, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.