Feb 12, 2026
Fidelity Investments
Job Description: Job Title: Vice President, Relationship Management Team Lead Note: Fidelity will not provide immigration sponsorship for this position The Role The Vice President, Advisor Concierge Team Lead (Team Lead) has overall accountability for a team of up to 7 Managing Directors (MD) that oversee Workplace Investing client relationships which are primarily for 401(k) recordkeeping and also involves establishing, upholding, and expanding solid and dependable client connections with important decision-makers, influencers, and C-suite committee members. This role is also responsible for building, deepening, and strengthening relationships with 13-15 Advisor teams and serves as the key relationship contact for these Advisor teams within Fidelity. As both the primary contact for the key advisor teams and people leader, the Team Lead oversees a team of service-oriented employees and partners across the Fidelity organization to address both plan...
Professional Diversity Network
Covington, KY, USA
Full-Time
