Hiring: VP, Relationship Management Team Lead, Tax -Exempt Market Company: Fidelity Investments Location: Covington, KY Job Posted Time: 2026-09-16 11:24:03 Employment Type: Full-time / Remote Target Skills & Keywords : Segment, Series 24, Series 7 About the job Experience: •15 years of experience in client relationship management, institutional client service, participant services, or related areas within financial services, retirement, or benefits organizations. •5 years people leader experience preferred Required Skills: •Note: Fidelity will not provide immigration sponsorship for this position. •Are you passionate about helping organizations deliver retirement and benefits programs that make a meaningful difference in people's lives? Do you enjoy leading high-performing teams while building trusted relationships with senior executives and institutional clients? •The Expertise And Skills You Bring •We are seeking an experienced leader who combines strong relationship management skills with a passion for developing talent and delivering exceptional client experiences. The ideal candidate brings deep experience managing institutional client relationships, influencing senior stakeholders, and leading teams through change and growth. •You have demonstrated success in building credibility with executives, fostering collaboration across organizations, and helping teams achieve ambitious goals. You are comfortable navigating complex business discussions, balancing multiple priorities, and making thoughtful decisions that support both client and business outcomes. •15 years of experience in client relationship management, institutional client service, participant services, or related areas within financial services, retirement, or benefits organizations. •Expected travel is minimum of 50% •Minimum of 5 years people leader experience preferred Qualifications: •Holds FINRA Series 7 license upfront; will also require series 24 and 63 licenses to be acquired within 90 days of hire. Compensation: •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!