VP - Relationship Management, Insurance/Sub Advisory
Job Description:
The Role
The Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for managing and expanding a portfolio of strategic clients in the Institutional Insurance market. The individual will focus on driving growth, retention and strategic engagement across a defined set of insurance firms, including those offering annuity and life insurance products. The ideal candidate brings deep industry relationships and a strong understanding of subadvised and Variable Insurance Trust (VIT) structures, with the ability to navigate complex client organizations and deliver Fidelity’s full range of investment capabilities.
In addition to insurance clients, this role may include coverage responsibilities across the Defined Contribution Investment Only (DCIO) and Core Wealth segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.
The expertise and skills you bring
CFA or CIMA preferred.
10+ years of experience in relationship management, distribution, or business development with in asset management.
Series 7 and 63 licenses required
Client-first mindset with the ability to develop trusted partnerships at senior levels
Deep understanding of the insurance marketplace, including investment, product, and regulatory trends influencing the industry.
Establish credibility with clients as an investment resource across asset classes
Exceptional communication, negotiation and presentation skills
Strong collaboration skills and the ability to partner with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management, product, finance and distribution
Ability to travel up to 50%
The Value You Deliver:
Lead growth and retention efforts across a portfolio of institutional insurance clients.
Deepen and expand relationships by identifying new opportunities for Fidelity’s investment solutions.
Asset Class expertise positioning various thought leadership and investment product topics
Thrive in a team environment of strong investment professionals within the Relationship Manager Team
Provide market intelligence and client feedback to help shape Fidelity’s product strategy and initiatives.
Represent Fidelity at key industry events and client meetings as a thought leader and trusted partner
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, a suite of alternative investments, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.