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Senior Relationship Leader - Tax-Exempt Market

Soteria Reinsurance Ltd. · Covington, KY, USA ·

Pay:
180.000 - 260.000
Job type:
Full Time

Fidelity Investments is seeking a senior leader to guide the Tax-Exempt Relationship Management team supporting national Core Market clients. You will drive client engagement, sponsor strategic partnerships with executive sponsors, and influence cross-functional teams to deliver long-term financial wellbeing for plan participants.
You will manage licensing requirements (FINRA Series 7 upfront; Series 24 and 63 within 90 days), travel at least 50%, and build trusted relationships with

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