VP - Relationship Management, Insurance​/Sub Advisory

Job Description

The Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) to manage and expand a portfolio of strategic clients in the Institutional Insurance market. The role focuses on driving growth, retention, and strategic engagement across a defined set of insurance firms, including those offering annuity and life insurance products. The ideal candidate brings deep industry relationships and a strong understanding of subadvised and Variable Insurance Trust (VIT) structures, with the ability to navigate complex client organizations and deliver Fidelity’s full range of investment capabilities.

In addition to insurance clients, this role may include coverage responsibilities across the Defined Contribution Investment Only (DCIO) and Core Wealth segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.

• CFA or CIMA preferred.
• 10+ years of experience in relationship management, distribution, or business development within asset management.
• Series 7 and 63 licenses required.
• Client‑first mindset with the ability to develop trusted partnerships at senior levels.
• Deep understanding of the insurance marketplace, including investment, product, and regulatory trends influencing the industry.
• Establish credibility with clients as an investment resource across asset classes.
• Exceptional communication, negotiation, and presentation skills.
• Strong collaboration skills and the ability to partner with both external clients and internal teams across asset management, product, finance, and distribution.
• Ability to travel up to 50%.

Note:

Fidelity will not provide immigration sponsorship for this position.

• Lead growth and retention efforts across a portfolio of institutional insurance clients.
• Deepen and expand relationships by identifying new opportunities for Fidelity’s investment solutions.
• Asset class expertise positioning various thought leadership and investment product topics.
• Thrive in a team environment of strong investment professionals within the Relationship Manager Team.
• Provide market intelligence and client feedback to help shape Fidelity’s product strategy and initiatives.
• Represent Fidelity at key industry events and client meetings as a thought leader and trusted partner.

Series 07 - FINRA, Series 63 - FINRA.

Relationship Management.

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.