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Tax-Exempt RM Team Lead — Institutional Partnerships
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-09-08
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-09-08
Job specializations:
-
Management
Client Relationship Management
Job Description & How to Apply Below
Fidelity Investments is seeking a senior leader for Tax-Exempt Relationship Management to guide a team serving institutional clients and senior executives. You will lead client engagement, strengthen partnerships, and drive growth in the national Core Market segment.
You will influence executives, manage multiple priorities, and deliver exceptional client experiences while fostering talent development and team performance. This onsite role supports strategic retirement and benefits programs.
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