VP - Relationship Management, Insurance/Sub Advisory

Investment Relationship Manager

The Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for managing and expanding a portfolio of strategic clients in the Institutional Insurance market. The individual will focus on driving growth, retention and strategic engagement across a defined set of insurance firms, including those offering annuity and life insurance products. The ideal candidate brings deep industry relationships and a strong understanding of subadvised and Variable Insurance Trust (VIT) structures, with the ability to navigate complex client organizations and deliver Fidelity's full range of investment capabilities.

In addition to insurance clients, this role may include coverage responsibilities across the Defined Contribution Investment Only (DCIO) and Core Wealth segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.

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

The Expertise and Skills You Bring

• CFA or CIMA preferred.
• 10+ years of experience in relationship management, distribution, or business development with in asset management.
• Series 7 and 63 licenses required
• Client-first mindset with the ability to develop trusted partnerships at senior levels
• Deep understanding of the insurance marketplace, including investment, product, and regulatory trends influencing the industry.
• Establish credibility with clients as an investment resource across asset classes
• Exceptional communication, negotiation and presentation skills
• Strong collaboration skills and the ability to partner with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management, product, finance and distribution
• Ability to travel up to 50%

The Value You Deliver

• Lead growth and retention efforts across a portfolio of institutional insurance clients.
• Deepen and expand relationships by identifying new opportunities for Fidelity's investment solutions.
• Asset Class expertise positioning various thought leadership and investment product topics
• Thrive in a team environment of strong investment professionals within the Relationship Manager Team
• Provide market intelligence and client feedback to help shape Fidelity's product strategy and initiatives.
• Represent Fidelity at key industry events and client meetings as a thought leader and trusted partner

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.