Fidelity Investments · 21 hours ago
SVP, Managing Director Team Leader- Relationship Management
Covington, KY
Full-time
Hybrid
Mid, Senior Level
5+ years expFidelity Investments is a privately held company that values creating a diverse and inclusive workplace. The role involves providing senior leadership for a multi-state portfolio of corporate clients, leading a team of Managing Directors to enhance client satisfaction and retention while ensuring compliance and performance management.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
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
Qualification
Required
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
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-02-05
2026-02-05
Company data provided by crunchbase