Associate Account Manager at Bubble managing key client relationships and driving strategic initiatives. Collaborating with cross - functional teams to enhance customer success and account growth.
SF
Hybrid Vice President, Family Office Relationship Manager
Posted 5 months ago
About the role
- Vice President Relationship Manager developing key relationships with Single-Family Offices and Wealthy Families in Fidelity's Family Office team. Offering clients access to a comprehensive set of products and services to thrive.
Responsibilities
- Work with and develop key relationships with some of the largest and most complex Single-Family Offices (SFOs) and Wealthy Families (WFs)
- Provide overall client accountability and book management of a sophisticated portfolio of clients
- Conduct comprehensive quarterly and/or annual relationship reviews
- Develop true partnerships by helping clients successfully lead and build their business while improving the business relationship
- Grow assets under administration (AUA) and find opportunities to convert to assets under management (AUM) by working closely with sales and the investment teams
Requirements
- Bachelor’s degree required
- MBA preferred
- 15+ years of financial services, proven experience with SFO/WF/RIA industry expertise a must
- 15+ years of direct client and/or financial services experience in a Sales and/or Relationship Management function
- Series 7 and 63 licenses required
- Deep understanding of the organizational structure of an SFO/WF/RIA – including service, technology, investment and back-office operations
- Experience in wealth management and/or investment management
- Financial business analysis and/or consulting experience
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
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