VP, Relationship Management – Insurance/Sub Advisory

Fidelity Investments

. Manage and expand a portfolio of strategic institutional insurance clients .

Posted 10/16/2026full-timeRemote • United StatesLead💰 $110,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing strategic institutional insurance clients, driving growth and retention through strong relationship management and collaboration across business lines. Possesses deep knowledge of the insurance marketplace and investment solutions, complemented by exceptional communication and negotiation skills.

Highest-signal resume keywords

CFACIMASeries 7 LicenseSeries 63 LicenseRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business DevelopmentInvestment SolutionsMarket IntelligenceProduct StrategyClient Engagement

Soft Skills

Communication SkillsNegotiation SkillsPresentation SkillsCollaboration SkillsClient-First Mindset

Certifications & Qualifications

CFACIMASeries 7 LicenseSeries 63 License

Industry Keywords

Institutional InsuranceAnnuityLife InsuranceDefined ContributionAsset Management

About the role

Key responsibilities & impact

Manage and expand a portfolio of strategic institutional insurance clients
Drive growth, retention, and strategic engagement across defined insurance firms, including annuity and life insurance providers
Navigate complex client organizations and deliver Fidelity’s investment capabilities
Cover Defined Contribution Investment Only and Core Wealth segments as needed
Foster collaboration across Fidelity business lines to deliver integrated solutions
Lead growth and retention efforts across institutional insurance clients
Identify opportunities for Fidelity’s investment solutions
Position asset-class expertise, thought leadership, and investment products
Provide market intelligence and client feedback to shape product strategy and initiatives
Represent Fidelity at industry events and client meetings as a thought leader and trusted partner
Collaborate with investment professionals and financial institutions

Requirements

What you’ll need

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 ability to develop trusted partnerships at senior levels
Deep understanding of the insurance marketplace, including investment, product, and regulatory trends
Ability to establish credibility with clients as an investment resource across asset classes
Exceptional communication, negotiation, and presentation skills
Strong collaboration skills and ability to partner with external and internal clients
Ability to travel up to 50%
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance, including student loan repayment
Tuition reimbursement
Learning resources to develop your career
Bonus or other variable compensation may be included depending on position and eligibility