Posted 2 months ago
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**VP, Relationship Management Team Lead, Tax-Exempt Market** Lead our national Core Market segment in the Tax-Exempt Market, driving client satisfaction, retention, and growth. Manage high-performing Relationship Management professionals, engaging senior executives and institutional clients. Demonstrate 15 years of client relationship management experience, with a minimum of 5 years in people leadership. Hold FINRA Series 7 license and acquire Series 24 and 63 within 90 days of hire. Expect at least 50% travel.
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Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about helping organizations deliver retirement and benefits programs that make a meaningful difference in people's lives? Do you enjoy leading high-performing teams while building trusted relationships with senior executives and institutional clients?
In this leadership role, you will guide a team of Relationship Management professionals supporting our national Core Market segment with the Tax-Exempt Market. You'll be leading client engagement, strengthening partnerships, solving complex challenges, and helping clients achieve their long-term goals. Your work will directly contribute to client satisfaction, retention, growth, and the financial well-being of millions of workplace retirement plan participants.
The Expertise and Skills You Bring
We are seeking an experienced leader who combines strong relationship management skills with a passion for developing talent and delivering exceptional client experiences. The ideal candidate brings deep experience managing institutional client relationships, influencing senior stakeholders, and leading teams through change and growth.
You have demonstrated success in building credibility with executives, fostering collaboration across organizations, and helping teams achieve ambitious goals. You are comfortable navigating complex business discussions, balancing multiple priorities, and making thoughtful decisions that support both client and business outcomes.
- Holds FINRA Series 7 license upfront; will also require series 24 and 63 licenses to be acquired within 90 days of hire.
- 15 years of experience in client relationship management, institutional client service, participant services, or related areas within financial services, retirement, or benefits organizations.
- Expected travel is minimum of 50%
- Minimum of 5 years people leader experience preferred
- Ability to build relationships with executive decision-makers and key business partners.
- Expert presentation, communication, facilitation, and negotiation skills.
- Experience leading client retention, renewal, or business growth initiatives.
- Proven ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses.
- Strong revenue management and overall financial acumen.
- Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.
The Team
Our Tax-Exempt Relationship Management team partners with educational institutions, healthcare organizations, government entities, and nonprofit employers to support workplace retirement and benefits programs. We help clients navigate evolving needs while creating positive outcomes for their employees and plan participants.
We believe strong partnerships drive better results. By working closely with clients and colleagues across Fidelity, we help organizations deliver programs that promote long-term financial well-being. Our team values collaboration, continuous learning, inclusion, and professional growth. Most importantly, we are committed to creating an environment where skilled professionals can make an impact while developing rewarding careers.
Fidelitys 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:
Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRACategory:
Relationship ManagementPlease be advised that Fidelitys 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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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