Note: The job is a remote job and is open to candidates in USA. Fidelity Bank is seeking an SVP, Consultant Relations to lead new business initiatives and cultivate relationships with external consultants in the employee benefits industry. This remote role requires strong strategic account management skills and a deep understanding of workforce solutions.
Responsibilities
- Developing and managing a key book of the largest and most influential consultants and search firms
- Engaging regularly with senior leadership, applicable home offices, and individual search consultants
- Providing continuous professional development on industry and competitor products/services
- Frequent interaction with sales account executives, relationship managers, internal investment consultants, senior management, and pricing
- Working independently, exhibiting drive, passion, and collaboration while using excellent judgment
- Minimum 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
- Must be 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
- Creative thinking translated into beneficial presentation skills and content development
- 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
- Strong willed enough to influence the action, but perceptive enough to do so in a consultative fashion
- Able to influence and persuade and think strategically, balancing the needs of Fidelity and the client
- Act with integrity and always use good judgment
- This 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
Skills
- Minimum 10+ years industry experience or equivalent
- 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
- Must be 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
- Creative thinking translated into beneficial presentation skills and content development
- 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
- Strong willed enough to influence the action, but perceptive enough to do so in a consultative fashion
- Able to influence and persuade and think strategically, balancing the needs of Fidelity and the client
- Act with integrity and always use good judgment
- Expect to travel for client engagement 30-50% of the time, plus some travel for internal meetings and trainings at Fidelity office locations
- 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
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