VP, Relationship Management Team Lead, Tax - Exempt Market

Fidelity Investments

. Lead a team of Relationship Management professionals supporting the national Core Market segment with the Tax-Exempt Market .

Posted 9/22/2026full-timeUnited StatesSenior💰 $118,000 - $226,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and institutional client service, with a strong focus on client retention and business growth initiatives. Proven ability to lead teams, develop talent, and engage with executive decision-makers across various sectors.

Highest-signal resume keywords

FINRA Series 7 LicenseClient Relationship ManagementPeople LeadershipPresentation SkillsRevenue Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client RetentionBusiness Growth InitiativesFinancial AcumenNegotiation SkillsFacilitation Skills

Soft Skills

Communication SkillsProblem-SolvingRelationship BuildingTeam DevelopmentCollaboration

Certifications & Qualifications

FINRA Series 24 LicenseFINRA Series 63 License

Industry Keywords

Tax-Exempt MarketWorkplace Retirement PlansInstitutional ClientsFinancial ServicesBenefits Organizations

About the role

Key responsibilities & impact

Lead a team of Relationship Management professionals supporting the national Core Market segment with the Tax-Exempt Market
Lead client engagement and strengthen partnerships with senior executives and institutional clients
Solve complex client challenges and help clients achieve long-term goals
Contribute to client satisfaction, retention, growth, and the financial well-being of workplace retirement plan participants
Develop talent and guide teams through change and growth
Partner with educational institutions, healthcare organizations, government entities, and nonprofit employers
Collaborate with clients and colleagues across Fidelity to deliver workplace retirement and benefits programs

Requirements

What you’ll need

FINRA Series 7 license required upfront
Series 24 and Series 63 licenses required within 90 days of hire
15 years of experience in client relationship management, institutional client service, participant services, or related areas within financial services, retirement, or benefits organizations
Minimum of 5 years of people leader experience preferred
Expected travel of at least 50%
Ability to build relationships with executive decision-makers and key business partners
Expert presentation, communication, facilitation, and negotiation skills
Experience leading client retention, renewal, or business growth initiatives
Proven ability to navigate and influence executive-level business leaders across multiple functions and businesses
Strong revenue management and overall financial acumen
Ability to manage multiple, sometimes conflicting priorities
Must not require immigration sponsorship

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, and learning resources
Bonus or other variable compensation may be included depending on position and eligibility