Job Description
Investment Relationship Manager
The Role
The Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for coverage of alternative analyst and product teams at leading wealth management and financial institutions.
This role will also include developing enterprise relationships with a subset of clients. The IRM will work in conjunction with other Relationship Managers where they will be tasked with developing deeper relationships at strategic accounts with a specific focus on the approval and support of our various alternative offerings.
In addition to alternatives expertise, the IRM should possess a strong knowledge of all investment asset classes as well as an understanding of ETFs, SMAs and model portfolios.
The IRM will be the primary interface to a specific group of analysts and product teams at several strategic clients. They will clearly articulate Fidelity’s capabilities across specific alternative investment vehicles and asset classes.
The IRM will work closely with Enterprise RMs and Key Account Managers on a subset of strategic accounts. A successful IRM should generate consistent positive qualitative feedback from these investment analysts and product teams at strategic firms.
Expectations are that this role will contribute to IICG’s focus on both organic growth and market share increases at targeted firms.
The Expertise and Skills You Bring
- Partnering with Lead Investment RMs at Strategic Firms to cover selected asset class and alternative product teams
- Asset Class expertise positioning various thought leadership and investment product topics
- Thrive in a team environment of strong investment professionals within the Relationship Manager Team
- Detailed project management skills aimed at developing investment opportunities including but not limited to RFPs and project planning
- Relationship Management skills that enable clients to navigate the Fidelity organization
- Establish credibility with clients as an investment expert across asset classes, and the associated alternatives market
- Demonstrate strong investment competence and exceptional communication skills
- Ability to interact effectively with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management and distribution
- Demonstrate an in-depth understanding of portfolio construction and platform solutions (Advisory & Brokerage) at leading wealth management firms
- Ability to travel up to 50%
- CFA or CIMA preferred.
- 5+ years investment management experience
- Series 7 and 63 licenses required
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wire houses, regionals and independent broker / dealers, bank, trust companies, and insurance companies.
The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, a suite of alternative investments, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm.
Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
Certifications :
Series 07 FINRA, Series 63 FINRA
Investment Relationship Manager
The Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for coverage of alternative analyst and product teams at leading wealth management and financial institutions. Investment Relationship Manager. The IRM wi...
Manager of Finance Operations
The Manager of Finance Operations directs all financial components of the CTR parent grant award as well as all subawards, institutional commitment accounts, child accounts and supplemental grant applications and awards. Required: Minimum of 1 year of managerial experience required. ...
Business Operations Manager
JobPosting","title":" Business Operations Manager","datePosted":"2024-11-08T00:00:00","validThrough":null,"description":"How You'll Make a Difference\nYou will be responsible for managing the department budget and forecasting and reporting. Minimum of 5 years of experience in manager role; experienc...
Senior Business Analyst (IT/SDLC)
I have a full time opportunity for an IT Business Analyst in Providence Rhode Island. I need someone familiar with the whole SDLC and who can work proactively with the business users. Works multiple concurrent project initiatives of various scale and priority levels across multiple lines of business...
Pharmacy Relationship Manager
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. We are now seekingPharmacy Relationship Managers in your area!. What does a Pharmacy Relationship Manager do?. We are currently hiring Pharmacy Relationship Manage...
Associate Account Manager
Exciting Opportunity: Become Our Associate Account Manager!. Are you ready to roll up your sleeves and make a hands-on impact in the metal recycling industry? We’re on the lookout for a physically active and dynamic Associate Account Manager to join our dedicated team! In this role, you’...
Entry Level Account Manager
Full training is provided for the Entry Level Account Manager who shows a passion for marketing, sales, working in a customer-based role, and has a knowledge of customer service, and account management. Our campaigns stand out in a competitive marketplace, and therefore we look for the best and brig...
Assistant Branch Manager
In conjunction with the Branch Manager, ensures all branch personnel deliver exceptional customer service, aligned with the Credit Union's core values and mission statement. Performs other branch, operational, sales and administrative duties, as assigned by the Branch Manager. Acts as Branch Man...
Salesforce Business Analyst
Collaborate with technology and business teams to deliver high-quality solutions for business problems. Minimum 6 years systems analyst experience and 3+ years of Salesforce experience. Excellent written and oral communication skills, allowing you to interview Business partners to understand objecti...
Store & Assistant Catering Operations Manager
Manage daily catering operations from our Providence scoop shop, ensuring success and growth. Ensure staff is properly trained on customer service, cleanliness, and operations. Must understand small business operations and all its related concepts. ...