Vice President, Strategic Relationship Manager

Job Description:

The Role:

• In this role you will be responsible for covering all aspects of asset management relationship management for distribution on Envestnet’s managed account platform. This is inclusive of all Fidelity Institutional’ s Managed Investment Solutions (Models, Custom Models, SMAs, Custom SMA, etc.), HNW solutions, alternatives, MF/ ETF building blocks, and all new/ emerging products.

• You will be charged with successfully executing on Fidelity’s participation in Envestnet’s Premier Partnership Program including the launch, ongoing engagements, and business management as it relates to the program

• You will be tasked with collaborating across IICG, IWMS, and their counterparts at Envestnet

• This role will be responsible for supporting Envestnet’s PMC research team by representing Fidelity’s asset management products and capabilities to Envestnet’s investment team.  

• Key face offs will include working with senior leadership at Envestnet, Fidelity’s asset management & product teams, GTM teams, marketing organizations, and client facing organizations

The Expertise and Skills You Bring

• 15+ years financial services related experience

• Bachelor’s degree required

• Series 7 & 63 licenses required. MBA and/or CFA (or progress towards) preferred

• Experience with Envestnet and relationship management 

• Demonstrates strong investment competence and communication skills

• This position requires the ability to collaborate across various cross functional areas including product, marketing, and distribution leads

• Able to interact well with both external clients (platform providers, advisors, due diligence analysts, etc.) as well as internal clients (investment management, distribution, product management and senior management constituents, etc.)

• This role has a 50-60% national travel requirement

The Team

We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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.

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