Investment Relationship Manager – Institutional Insurance Growth

Fidelity Investments; Smithfield (RI); On-site; USD 120,000 - 190,000; Full time

Job summary

Fidelity Investments is seeking an Investment Relationship Manager to manage and expand a portfolio of institutional insurance clients, including annuity and life products. You will drive growth, retention and strategic engagement, leveraging deep industry relationships and knowledge of subadvised and VIT structures.

The role may cover DCIO and Core Wealth segments, collaborating across Fidelity lines to deliver integrated solutions and meet clients’ objectives.

Qualifications

• CFA or CIMA preferred.
• 10+ years in relationship management, distribution, or business development in asset management.
• Series 7 and 63 licenses required.
• Client-first mindset with senior-level relationship capability.
• Deep understanding of insurance marketplace and related investment trends.

Responsibilities

• Lead growth and retention for institutional insurance clients.
• Expand relationships by identifying new opportunities for Fidelity’s solutions.
• Provide market intelligence to influence Fidelity’s product strategy.
• Represent Fidelity at industry events and client meetings as a trusted partner.

Skills

CFA or CIMA

10+ years experience

Series 7 & 63

Client-focused

Insurance market knowledge

Credible investment resource

Communication & negotiation

Team collaboration

Travel up to 50%

Job description

Fidelity Investments is seeking an Investment Relationship Manager to manage and expand a portfolio of institutional insurance clients, including annuity and life products. You will drive growth, retention and strategic engagement, leveraging deep industry relationships and knowledge of subadvised and VIT structures.

The role may cover DCIO and Core Wealth segments, collaborating across Fidelity lines to deliver integrated solutions and meet clients’ objectives.