VP, Institutional Relationship Manager

Job description

Job Description: Vice President, Institutional Relationship Manager The Role: The Vice President, Institutional Relationship Manager (IRM) acts as the primary strategic contact for several of Fidelity Charitable’s largest and most valuable institutional relationships. This role develops a detailed understanding of client's business and critical initiatives. The IRM will develop a proactive engagement plan that improves the overall relationship and accurately positions Fidelity Charitable solutions and products. This role will be responsible for business development, client growth, client retention, client satisfaction, risk management, acting as lead representative for Fidelity Charitable. The role is responsible for delivering thought leadership, consulting on industry trends, providing executive engagement and acting as the overall advocate for the client. The position will report to the Head of Institutional Relationship Management. The Expertise and Skills You Bring - 10-15 years successful sales or relationship management experience in the financial services industry. Strong knowledge of the RIA, Family Office, Brokerage and Wirehouse markets; understanding of the industry, fi...