Vice President, Public Sector Sales & Relationship Manager

Job Description:

The Role

Are you an experienced Sales and Relationship management professional with a proven ability to build, manage and grow relationships with sophisticated institutional investors?  Can you represent Fidelity’s investment management capabilities – across asset classes – to both clients and prospects?  Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients?  If so, we are excited to speak with you about a Vice President, Sales & Relationship Manager role.

The Expertise and Skills You Bring

• Bachelor’s degree required; MBA or CFA desired
• 15+ years of experience in the financial services industry with demonstrated track record of selling investment management products and solutions
• Strong knowledge of U.S. Public Sector entities and capital markets; working knowledge of Fidelity’s domestic and international investment offering
• Ability to engage with C-Suite executives across Investment, Treasury, and Benefits functions
• Experience negotiating Investment Management Agreements and navigating complex financial, operational, legal, and compliance issues throughout business development process
• Strategic thinking and creative problem-solving to drive client retention and growth
• Series 7 and 63 registrations
• Proven ability to build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients
• Excellent collaboration skills – ability to work with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions
• Ability to communicate complex issues internally and externally and to advocate on behalf of clients while representing Fidelity in the market
• Passion for financial markets, investment process and the delivery of effective investment solutions
• Self-motivated and driven individual who can operate remotely and will find value-added ways to engage with CFOs and Treasurers
• Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline of opportunities across asset classes
• Identify speaking, partnership, and other opportunities to raise the visibility of Fidelity’s institutional brand
• Interpersonal skills, consultative selling, and effective development and delivery of investment capabilities to advocate for Fidelity in the marketplace
• Knowledge of industry trends, best practices, and insight from peer organizations to help clients navigate the dynamic investment environment
• Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

Fidelity Asset Management Solutions (FAMS) is dedicated to the institutional marketplace and is a gateway to Fidelity’s deep institutional investment management capabilities in equity, fixed-income, high-income and global asset allocation.  In this role, you will focus on selling Fidelity’s investment capabilities to Public Sector clients and prospects with greater than $500M of assets.  The focus will be on Defined Benefit and Defined Contribution plans as well as balance sheet assets.  These key areas of focus will require investment and financial acumen, attention to detail, the ability to listen and strategize with clients to develop solutions, while working across a demanding, but collaborative culture.  As a key member of the Public Sector team, you will develop and implement a comprehensive, regionally focused, business development plan to raise new investment assets.   

Location: TBD (1/3rd of US Large Market Public Sector)

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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.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.