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SVP, Managing Director Team Leader- Relationship Management

Fidelity

Fidelity

Operations, Customer Service
Durham, NC, USA
Posted on Feb 6, 2026
Apply now

Job Description:

    Job Title - SVP, Managing Director Team Leader – Relationship Management

    Note: Fidelity will not provide immigration sponsorship for this position.

    The Role

    The Strategic Market Relationship Management Team Lead (SVP Group Manager) provides senior leadership for a multi‑state portfolio of Workplace Investing Strategic Market corporate clients. This role leads a team of 10 SVP‑level Managing Directors (MDs) to deliver exceptional client satisfaction, retention, and long‑term growth.

    This position also serves as a Supervisory Principal, ensuring full compliance oversight for all registered representatives on the team.

    The Experience and Skills You Bring

    • Drive client retention, satisfaction, and business growth across a multistate book of business.
    • Shape and influence service models aligned with client goals and economic value.
    • Lead strategic service delivery improvements and execution of client‑level action plans.
    • Build and deepen senior‑level client relationships across HR, Treasury, Legal, Procurement, and other key functions.
    • Serve as Executive Sponsor for strategic, complex, or at‑risk client relationships.
    • Provide strategic direction, coaching, and performance management for a tenured team of SVP‑level MDs.
    • Set individual development goals and strengthen team consultative, technical, and leadership capabilities.
    • Foster a diverse, inclusive, and high‑performance team culture.
    • Build and maintain a strong internal and external talent pipeline.
    • Drive cross‑functional alignment to support client retention, loyalty, and growth.
    • Lead repricing, renewals, and competitive rebids in partnership with MDs and internal teams.
    • Engage internal business leaders on joint planning and client strategies.
    • Maintain strong relationships with regional and national consulting firms and key industry influencers.
    • Provide Supervisory Principal oversight for all registered representatives.
    • Ensure adherence to all regulatory, supervisory, and firm‑wide policies.
    • Bachelor’s degree required; MBA or advanced degree preferred.
    • Extensive institutional client management experience across large, multi‑product portfolios.
    • Minimum 5 years of management experience leading senior‑level professionals.
    • Series 7, 24, and 63 required within 90 days of hire.
    • Demonstrated strength in complex negotiation and influencing senior executives.
    • Strong revenue management skills and financial acumen.
    • Ability to manage multiple priorities while balancing client and organizational needs.
    • Proven leadership in coaching, career development, and succession planning.
    • Strong consultative sales skills and executive‑level communication, presentation, and facilitation capabilities.

    The Team

    You will oversee a broad suite of institutional services, including Defined Contribution, Non‑Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, Health & Welfare Solutions, Self‑Directed Brokerage, Workplace Consulting, and emerging products.

    At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

    Certifications:

    Category:

    Relationship Management

    Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

    Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Company overview

    At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

    AI Guidelines

    Learn about our guidelines for use of AI when applying for a Fidelity job

    If you would like to request an accommodation, please contact us at:

    accommodations@fmr.com

    Apply

    Join us

    At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2026. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

    Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

    We invite you to Find Your Fidelity at fidelitycareers.com.

    Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

    Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

    Benefits
    Learning & development
    Culture

    Benefits that adapt to everything life sends your way

    401(k) with company match

    Medical, dental, vision and prescription drug coverage

    16-week maternity leave & 12-week parental leave

    Student loan assistance

    Fidelity is invested in you

    Committed to Professional Development

    At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

    We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

    Continuing Education & Training

    • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
    • Video-based training for technology, leadership, management & more.
    • Ongoing skills development and coaching opportunities.
    • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
    • A range of talent development programs to support career mobility.

    Mentoring

    • Utilize the skills of experienced leaders to enrich your career.
    • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
    • An open atmosphere of knowledge sharing and collaboration.
    • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

    Our Commitment

    Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.

    Giving back to our communities

    Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

    Fidelity Cares

    • Provides associates with opportunities to actively volunteer and share their talents.
    • Hosts numerous company-wide volunteer events (in-person and virtual).
    • Partners with nonprofit organizations to support our local communities.
    • More than 12,500 associates donate time annually – from interns to SVPs.
    • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

    Fidelity Charitable®

    • Created to make it easy for people to support charitable organizations they care about.
    • Helped deliver $14.9billion in donor-recommended grants to charity in 2024.
    • Supported more than 433,000 unique charities around the world.
    • Since its inception, more than $100 billion has been given to public charities.

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