Full-Time

Senior Relationship Manager

Consultant Relations

Updated on 3/14/2025

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Compensation Overview

$124k - $262kAnnually

+ Bonus + Variable Compensation

Expert

Company Historically Provides H1B Sponsorship

Jackson Township, NJ, USA + 4 more

More locations: Rhode Island, USA | New York, NY, USA | Massachusetts, USA | Illinois, USA

Hybrid role requiring onsite work every other week in a Fidelity office.

Category
Management Consulting
Consulting
Required Skills
Sales
Marketing
Requirements
  • 10+ years working with institutional investment consultants and/or experience working with alternatives in product development, relationship management or sales
  • Outstanding partnership skills and ability to collaborate effectively with internal stakeholders such as portfolio managers, product development teams, senior management, legal and compliance, and various channel sales teams
  • High investment knowledge at both asset class and strategy level with ability to articulate use cases for both
  • Demonstrated record of engaging with senior level consultants and researchers on strategic investment and/or market-related topics
  • Ability to articulate complex investment concepts and strategies to clients
  • Firm grasp of trends impacting institutional markets and understanding of how these trends affect asset managers
  • Working knowledge of investment manager competitive landscape with ability to recognize and articulate the value proposition of an organization's people, business model, strategies, etc.
  • Experience in the private markets industry, including hedge funds, real estate, private credit, and liquid alternatives a plus
  • Bachelor’s Degree required; MBA and/or CFA strongly desired
  • Series 7 and 63
Responsibilities
  • Develop engagement strategies for consultants under their purview, outlining growth opportunities for our broad range of investment capabilities and identifying gating issues that need to be addressed to develop and/or deepen relationships with consultants
  • Work with our Investment Portfolio Managers and sales teams to define prospect targets, understand pricing structures and outline current product structures for different client types
  • Lead the process for consultants’ review and underwriting of Fidelity strategies including the coordination of RFP responses, due diligence meetings, investment reviews, etc.
  • Serve as an internal spokesperson and proponent for consultants under your purview; provide consultant feedback to internal partners
  • Develop opportunities for thought leadership content creation and distribution including partnering with marketing to develop white papers, case studies, trickle marketing campaigns, and press releases
  • Collaborate with marketing and sales to sponsor consultant focused events such as roundtable discussions, webinars, and conferences
Desired Qualifications
  • Experience in the private markets industry, including hedge funds, real estate, private credit, and liquid alternatives a plus

Fidelity Investments offers a range of financial services and products designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and tools that provide users with real-time market data, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 offers news and trading tools on the go. Users can also utilize features like the Watch List Visualization on iPad to track stock price changes and compare different stocks visually. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the tools and information they need to make informed financial decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$123.7B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased interest in AI tools could boost Fidelity's tech-driven investment solutions.
  • Partnership with Kaiser Permanente opens opportunities in corporate benefits sector.
  • Growing data lakehouse trend offers potential for enhanced data analytics at Fidelity.

What critics are saying

  • AI startup growth may increase competition in AI-driven financial services.
  • Talent drain risk as key personnel move to competitors like Aviva Investors.
  • Challenges in capturing cryptocurrency market share amid significant outflows from competitors.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative tech solutions like Market Monitor for Google Glass.
  • Fidelity's partnership with Kaiser Permanente enhances its corporate retirement plan services.
  • Fidelity's diverse app ecosystem supports multiple platforms, including Windows Phone and iPad.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Company News

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Kaiser Permanente Partnering with Fidelity for Retirement Plans Will Benefit Kaiser Employees

In order to streamline administration and leverage best-in-class tools for its workforce, Kaiser Permanente partners with Fidelity Investments as the recordkeeper for certain retirement plans, including 401(k), 401(a), and 403(b) plans.

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