Vice President, Institutional Support

Fidelity; United States; On-site; USD 150,000 - 210,000; Full time

Job summary

Fidelity is seeking a senior sales and strategy leader within Institutional Client Group (ICG) to partner with the Head of ICG and leadership teams across Sales, Relationship Management and Consultant Relations. The role involves developing and implementing business strategies and execution plans to meet sales and financial targets aligned with Asset Management goals.

It spans multiple FIAM/FAMS groups and requires strong cross-functional collaboration and data-driven decision making.

Qualifications

• 10+ years of relevant work experience in sales, service, client management, project/program management, marketing, or financial services.
• Bachelor's Degree - Required
• Excellent consultative, listening, communications and analytical skills
• Excellent interpersonal skills, including the ability to work across the organization effectively at all levels of management and peers
• Demonstrated leadership/influence and collaboration in a matrix-managed environment, and across multiple and diverse groups
• Diversity of functional business experiences, e.g., client, operational, systems, marketing, financial, investments, customer service
• Willingness and ability to experiment with new approaches, track progress, and incorporate lessons from failure
• Proven ability to analyze multiple data points to develop strategy recommendations
• Track record of success managing multiple sizable, complex, cross functional projects or initiatives
• General knowledge of FIAM/FAMS product line and vehicle types is preferred but not required
• Develop strong partnerships with the Head of ICG, Head of Sales and RM and Head of Consultant Relations
• Manage a team of associates within the Market Enablement group
• Understanding of the FI and Fidelity businesses broadly and how the ICG team fits in the ecosystem
• Influencing the strategic planning process, in support of ICG business goals; Manage and execute processes including segmentation, client/prospect coverage, integration of sales and marketing execution plans, CR business planning, CRM processes, infrastructure support and go-to-market strategies
• Providing input into business decisions that impact the strategic direction of the distribution organization
• Consulting with business partners to drive requirements for business initiatives, channel scorecard and measurement for extended team, reporting requirements, progress monitoring
• Driving alignment with functional business partners including FIAM/FAMS Product, Strategy, Marketing, Technology and Finance team members to drive implementation of FAMS ICG and Asset Management specific initiatives
• Provide required project leadership and oversight
• Series 7 ,63, 24 desired but not required

Skills

10+ years experience

Bachelor's Degree

Consultative skills

Interpersonal skills

Leadership/influence

Cross-functional collaboration

Data analysis

Strategic planning

CRM familiarity

Education

Bachelor's Degree

Tools

CRM platforms

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

In this role , you will work closely with the Head of Institutional Client Group (ICG) and the Leadership Team including Sales, Relationship Management and Consultant Relations to develop and implement business strategy and execution plans required to achieve sales and financial targets in alignment with Asset Management goals and objectives. This role will also work across a broad set of Asset Management and Fidelity Institutional (FI) functional groups in support of reaching those same goals and objectives.

The Expertise and Skills You Bring

• 10 plus years of relevant work experience in sales, service, client management, project/program management, marketing, or financial services
• Bachelor's Degree - Required
• Excellent consultative, listening, communications and analytical skills
• Excellent interpersonal skills, including the ability to work across the organization effectively at all levels of management and peers
• Demonstrated leadership/influence and collaboration in a matrix-managed environment, and across multiple and diverse groups
• Diversity of functional business experiences, e.g., client, operational, systems, marketing, financial, investments, customer service
• Willingness and ability to experiment with new approaches, track progress, and incorporate lessons from failure
• Proven ability to analyze multiple data points to develop strategy recommendations
• Track record of success managing multiple sizable, complex, cross functional projects or initiatives
• General knowledge of FIAM/FAMS product line and vehicle types is preferred but not required
• Develop strong partnerships with the Head of ICG, Head of Sales and RM and Head of Consultant Relations
• Manage a team of associates within the Market Enablement group
• Understanding of the FI and Fidelity businesses broadly and how the ICG team fits in the ecosystem
• Influencing the strategic planning process, in support of ICG business goals; Manage and execute processes including segmentation, client/prospect coverage, integration of sales and marketing execution plans, CR business planning, CRM processes, infrastructure support and go-to-market strategies
• Providing input into business decisions that impact the strategic direction of the distribution organization
• Consulting with business partners to drive requirements for business initiatives, channel scorecard and measurement for extended team, reporting requirements, progress monitoring
• Driving alignment with functional business partners including FIAM/FAMS Product, Strategy, Marketing, Technology and Finance team members to drive implementation of FAMS ICG and Asset Management specific initiatives
• Provide required project leadership and oversight
• Series 7 ,63, 24 desired but not required

The Team

The Analytics and Commercialization team is a key enabler of Fidelity Institutional (FI) strategy and drives sustainable commercial value to Fidelity by leveraging our collective intelligence and forming forward-looking perspectives to unlock, package and deliver growth and scale opportunities for our clients and collective businesses. The org includes the following teams that collectively work together to drive end-to-end connectivity to realize our outcomes: Data Foundation and Management, Analytics and Insights, Commercialization, Investment and Business Consulting specialists, and Distribution Effectiveness.

Fidelity's Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Sales Support Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.