Senior Relationship Management Leader – Tax-Exempt Institutions

Fidelity Investments Inc.; Covington (KY); On-site; USD 180,000 - 280,000; Full time

Job summary

Fidelity Investments Inc. in Covington, KY seeks a senior leader to guide the Tax-Exempt Relationship Management team serving national institutional clients.

You will drive client engagement, retention, and growth while partnering with senior executives to align programs with long-term retirement and benefit strategies. The role demands proven experience managing institutional relationships, strong presentation and negotiation skills, and the ability to influence across organizations.

Qualifications

• FINRA Series 7, 24 and 63 licenses required with 90 days to acquire 24 and 63.
• 15 years of client relationship management experience in financial services or related fields.
• Experience leading institutional client relationships and executive engagement.
• Ability to influence senior leaders and manage teams through change.
• Willingness to travel at least 50% and manage multiple priorities.
• Strong communication, negotiation, and presentation capabilities.

Responsibilities

• Lead a team of Relationship Management professionals supporting institutional clients.
• Engage senior executives, strengthen partnerships, and drive client outcomes.
• Own client retention, renewal, and growth initiatives.
• Collaborate with cross-functional partners across Fidelity to deliver programs.
• Navigate complex discussions balancing client and organizational needs.

Skills

Series 7 license

Series 24 license

Series 63 license

Executive stakeholder mgmt

People leadership

Relationship mgmt

Client engagement

Negotiation skills

Presentation skills

Revenue management

Financial acumen

Travel readiness

Job description

Fidelity Investments Inc. in Covington, KY seeks a senior leader to guide the Tax-Exempt Relationship Management team serving national institutional clients.

You will drive client engagement, retention, and growth while partnering with senior executives to align programs with long-term retirement and benefit strategies. The role demands proven experience managing institutional relationships, strong presentation and negotiation skills, and the ability to influence across organizations.