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VP, Public Sector Relationship Management

Role overview

Summary

This role serves as a strategic contact for existing public sector clients at Fidelity, focusing on client satisfaction, retention, and growth. You will work within the Institutional Client Group, which manages investment relationships with large public sector clients, ensuring their complex needs are met through tailored investment solutions.

Qualifications

  • 10 plus years of experience in the financial services industry.
  • Series 7 and 63 registrations.
  • Experience engaging C-suite executives and senior institutional decisionmakers.
  • Demonstrated success managing relationships with complex, highly regulated Public Sector clients.
  • Preferred: Bachelor's degree required; MBA or CFA

Responsibilities

  • Build, manage, and maintain relationships with Public Sector clients
  • Work with PMs, trading, research, and consultant relations to sell and service investment solutions
  • Represent Fidelity’s investment management capabilities to clients and prospects
  • Identify opportunities to grow assets and expand Fidelity solutions with existing clients

Key facts

  • Remote from: United States
  • Full time
  • Expert & Leadership (>10 years)
  • Relationship Manager
  • $110K – $225K / year
  • English

Hard skills

Other skills

  • Relationship Management
  • Financial Acumen
  • Detail Oriented
  • Strategic Thinking
  • Collaboration

About the company

Fidelity Investments logo

Fidelity Investments

  • Asset & Wealth Management
  • 10,001+
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

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Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role  

As a VP, Relationship Management professional you will serve as a strategic contact for existing public sector clients, ensuring strong client satisfaction, retention, and long-term growth of the relationships.  This role requires the ability to build exceptional relationships, advocate for clients, and identify opportunities to deepen client engagement.  The primary area of focus will be Public Sector Defined Benefit and Defined Contribution plans and responsibilities include: 

  • Build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients   
  • Ability to work with PMs, trading, research, and consultant relations to sell and service a full range of investment solutions   
  • Represent Fidelity’s investment management capabilities – across asset classes – to both clients and prospects  
  • Identify opportunities to grow assets and expand Fidelity solutions with existing client relationships   
  • Manage issue resolution, risk oversight, and executive engagement   

 The Expertise and Skills You Bring  

You have a working knowledge of institutional products across asset classes and a proven track record of working with sophisticated U.S. Public Sector entities.  We excel at building trusted relationships, navigating complex client needs, and collaborating across internal partners to deliver successful outcomes.  These key areas of focus will require investment and financial acumen, attention to detail, the ability to strategize and develop solutions for sophisticated clients, while working across a demanding and collaborative culture. 

Key Qualifications 

  • Bachelor's degree required; MBA or CFA preferred 
  • 10 plus years of experience in the financial services industry with a demonstrated track record of servicing investment management products and solutions 
  • Series 7 and 63 registrations 
  • Experience engaging C-suite executives and senior institutional decisionmakers 
  • Demonstrated success managing relationships with complex, highly regulated Public Sector clients 

 The Team  

 The Institutional Client Group (ICG) is the distribution arm of Fidelity’s Asset Management business with responsibility for managing the investment relationships with Fortune 500 and large public sector clients.  The ICG team includes Sales, Relationship Management, Client Servicing, and Consultant Relationship functions.  The successful candidate will be an integral part of a business that offers clients access to a comprehensive set of products and services, innovative investment tools and research, and dedicated client service professionals - all designed to support the dynamic needs of sophisticated institutional clients. 

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.

The base salary range for this position is $110,000-225,000 USD per year.  

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.

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.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Relationship Management

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