Senior innovation leader at Fidelity responsible for integrating emerging technologies like AI and blockchain. Driving innovation and scalable solutions in financial technology across business lines.
About the role
- SVP leading stock plan services relationship management team at Fidelity, focusing on client retention and business strategy implementation. Responsible for management of client relationships and team development.
Responsibilities
- leadership and support for a multi-state book of client relationships
- retention, loyalty, satisfaction, and relationship growth of client book of business
- developing and driving business strategy to improve business results
- compliance oversight for all registered representative direct reports
- engagement with internal business leaders for client strategies
Requirements
- 15+ years of professional experience
- 5+ years in institutional (B2B) sales and relationship management
- Series 7, 24 & 63 licenses are required
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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