VP, Relationship Manager-FundsNetwork

Job Description:

The Role

• Do you want to work at the intersection of asset management, wealth management, and retirement?
• You will serve as the primary relationship manager for 10 of Fidelity’s strategic 3rd party asset manager relationships including traditional asset managers, ETF providers, and alternative investment providers.
• You will set and implement the strategic priorities between Fidelity and 3rd party asset managers.
• Through proactive outreach and a consulting engagement model, you will support long-lasting, positive relationships with Fidelity.
• You will see your impact on the business and have rewarding interactions with asset manager clients every day.
• Ability to travel up to 30%.

The Expertise and Skills You Bring

• Undergraduate degree. Advanced degree and/or CFA, CAIA, CIMA preferred
• Experience working at a broker-dealer, custody, or other platform in a role maintaining relationships with asset managers
• Deep asset management and investment product knowledge
• Ability to influence others in a highly matrixed ecosystem
• Ability to negotiate highly complex arrangements
• Strong organizational and communication strategies
• Effective communication and ability to influence internal and external partners
• Ability to take initiative
• PowerPoint, Excel, Salesforce
• FINRA Series 7 & 63 licensed
• Strong communication skills and the ability to deliver highly personalized service to each client
• Ability to find success in a dynamic, deadline driven, and detailed environment
• Ability to think creatively and be comfortable making decisions with the support of your team

The Team

The FundsNetwork (FNW) Asset Manager Services & Business Development team maintains relationships with over 700 asset managers whose investment products are distributed through various Fidelity distribution channels including Fidelity Institutional (FI), Workplace Investing (WI), and Personal Investing (PI).

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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, detailed in this document, 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.

We invite you to Find Your Fidelity at fidelitycareers.com.

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.

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.