Vice President Service Delivery Team Lead
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/24/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead service integration for institutional client relationships and oversee service-delivery leaders and consultants. You will drive client retention, project execution, relationship-risk mitigation, associate development, compliance oversight, and process improvements. You will serve as an escalation point and represent relationship-management leadership with clients.
Requirements
- College degree
- Institutional client management and growth experience
- At least five years of management experience
- Complete Series 7, 24, and 63 exams within 120 days of hire
- Negotiation skills
- Executive-level influence skills
- Consultative sales skills
- Presentation, meeting-management, and communication skills
- Ability to manage conflicting priorities
Responsibilities
- Lead service integration for institutional client relationships
- Oversee Service Delivery Leaders and Integrated Service Consultants
- Drive client retention, loyalty, project execution, and relationship-risk mitigation
- Develop associates, evaluate performance, plan compensation, and hire staff
- Coach and mentor direct reports and service team members
- Build a talent pipeline through feeder-organization relationships
- Ensure compliance with applicable rules and regulations
- Support client business-plan and strategy development
- Act as a client advocate and escalation point
- Drive margin improvement and process efficiencies
Benefits
- Fully paid parental leave
- On-site health and wellness centers