Job Title - SVP, Managing Director Team Leader – Relationship Management

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Strategic Market Relationship Management Team Lead (SVP Group Manager) provides senior leadership for a multi‑state portfolio of Workplace Investing Strategic Market corporate clients. This role leads a team of 10 SVP‑level Managing Directors (MDs) to deliver exceptional client satisfaction, retention, and long‑term growth.

This position also serves as a Supervisory Principal, ensuring full compliance oversight for all registered representatives on the team.

The Experience and Skills You Bring

• Drive client retention, satisfaction, and business growth across a multistate book of business.
• Shape and influence service models aligned with client goals and economic value.
• Lead strategic service delivery improvements and execution of client‑level action plans.
• Build and deepen senior‑level client relationships across HR, Treasury, Legal, Procurement, and other key functions.
• Serve as Executive Sponsor for strategic, complex, or at‑risk client relationships.
• Provide strategic direction, coaching, and performance management for a tenured team of SVP‑level MDs.
• Set individual development goals and strengthen team consultative, technical, and leadership capabilities.
• Foster a diverse, inclusive, and high‑performance team culture.
• Build and maintain a strong internal and external talent pipeline.
• Drive cross‑functional alignment to support client retention, loyalty, and growth.
• Lead repricing, renewals, and competitive rebids in partnership with MDs and internal teams.
• Engage internal business leaders on joint planning and client strategies.
• Maintain strong relationships with regional and national consulting firms and key industry influencers.
• Provide Supervisory Principal oversight for all registered representatives.
• Ensure adherence to all regulatory, supervisory, and firm‑wide policies.
• Bachelor’s degree required; MBA or advanced degree preferred.
• Extensive institutional client management experience across large, multi‑product portfolios.
• Minimum 5 years of management experience leading senior‑level professionals.
• Series 7, 24, and 63 required within 90 days of hire.
• Demonstrated strength in complex negotiation and influencing senior executives.
• Strong revenue management skills and financial acumen.
• Ability to manage multiple priorities while balancing client and organizational needs.
• Proven leadership in coaching, career development, and succession planning.
• Strong consultative sales skills and executive‑level communication, presentation, and facilitation capabilities.

The Team

You will oversee a broad suite of institutional services, including Defined Contribution, Non‑Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, Health & Welfare Solutions, Self‑Directed Brokerage, Workplace Consulting, and emerging products.

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 experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected].