SVP, Consultant Relations

About the role

This role is vital to Fidelity's Workplace Investing organization and requires a deep understanding of workforce solutions and outstanding strategic account management skills. It is a fully remote position based anywhere in the US.

Responsibilities

• Lead new business initiatives and cultivate positive relationships with influential external consultants.
• Engage regularly with senior leadership, applicable home offices, and individual search consultants.
• Provide continuous professional development on industry and competitor products/services.
• Frequent interaction with sales account executives, relationship managers, internal investment consultants, senior management, and pricing.
• Develop and manage a key book of the largest and most influential consultants and search firms.
• Manage time efficiently and prioritize key tasks to lead to positive outcomes for both new business and client retention.

Requirements

• A minimum of 10+ years industry experience or equivalent.
• Preferred to have existing Consultant Relations and/or experience in strategic account management.
• An MBA or higher degree is advantageous.
• Series 7 and 63 licenses.
• Outstanding communication abilities, both spoken and written, particularly in group environments.
• Possess the knowledge and skill to guide deal strategies and foster winning outcomes.
• Demonstrable track record of encouraging strategic relationships.
• Able to manage multiple projects simultaneously while working with consultant and deal-imposed deadlines.
• Collaborative and team-oriented.
• Proactive and confident in working autonomously without specific instructions, combined with the capacity to contribute as part of the CR team.
• Board room/C-suite command presence and professional maturity.
• Deep domain experience in the industry and all in-scope Fidelity products.
• Commercially minded and understands the internal and external economics of our business across segment lines.
• Understands the regulatory environment.
• Able to influence and persuade and think strategically, balancing the needs of Fidelity and the client.
• Act with integrity and always use good judgment.

Qualifications

• Organized and able to balance multiple projects simultaneously while working with consultant and deal-imposed deadlines.
• Collaborative and team-oriented.
• Proactive and confident in working autonomously without specific instructions, combined with the capacity to contribute as part of the CR team.
• Board room/C-suite command presence and professional maturity.
• Deep domain experience in the industry and all in-scope Fidelity products.
• Commercially minded and understands the internal and external economics of our business across segment lines.
• Understands the regulatory environment.
• Able to influence and persuade and think strategically, balancing the needs of Fidelity and the client.
• Act with integrity and always use good judgment.

Skills

• Strategic account management skills.
• Excellent communication abilities, both spoken and written.
• Outstanding problem-solving and decision-making skills.
• Ability to work independently and as part of a team.
• Strong organizational and time management skills.
• Knowledge of Fidelity's products and services.
• Ability to manage multiple projects simultaneously.
• Experience in consulting and/or strategic account management.

Benefits

• Flexible remote work schedule.
• Competitive compensation package.
• Professional development opportunities.
• Health and wellness programs.
• Employee discounts on Fidelity products.

Pay

Compensation is commensurate with experience and qualifications.

Schedule

The role is considered fully remote. Expect to travel for client engagement 30-50% of the time, plus some travel for internal meetings and trainings at Fidelity office locations.