Intermediaries Jobs in Usa

A leading financial services firm is seeking an experienced SVP, Head of Relationship Management to define and execute a strategic vision for the Intermediary Investment Client Group.

The ideal candidate will have over 15 years of experience in financial services, institutional client management, and proven leadership skills.

This hybrid role offers a competitive salary and comprehensive benefits.
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Head of Intermediary Relationship Management page is loaded## Head of Intermediary Relationship Managementlocations: Smithfield, RI: Boston, MAtime type: Full timeposted on: Posted Todayjob requisition id: 2120516## ## Job Description:
**SVP, Head of Relationship Management (IICG)
**The SVP, Head of Relationship Management will be responsible for setting a clear vision for the Intermediary Investment Client Group (IICG) Relationship Management function and driving its evolution to meet the firm’s long-term growth objectives.

The IICG organization is responsible for over $1.8B in revenues to Fidelity Institutional.

This leader will shape the broader Relationship Manager (RM) strategy, lead transformational change, and ensure operational excellence while strengthening client relationships and delivering measurable impact.

This position will report directly to the Head of Intermediary Investment Client Group (IICG).
**Job Responsibilities
*** Define and execute a strategic vision for the Relationship Management function aligned with IICG organizational goals and initiatives to drive growth, profitability, home office engagement, client satisfaction and retention
* Lead significant organizational change of firm coverage, behaviors, KPI’s, and data capabilities to transform operational and client engagement model.
* Drives executive leadership engagement both internally and externally to support development and growth with distributor firms
* Deep understanding of client business models, evaluating key aspects of their business, and leveraging practice management and discovery tools and best practices to develop the overall Fidelity relationship.
* Establish metrics and scorecards to monitor engagement effectiveness and overall business impact ensuring operational rigor across client interactions and behavioral change.
* Aligns Fidelity and trusted third-party resources to meet client business needs
* Mitigates risk to Fidelity and our clients (e.g., key policy awareness and compliance, looking for potential watch outs on firm practices, and collaborating with our internal partners to raise data concerns).
* Oversees strategy among RM and Key Account Managers (KAM) strategic accounts to drive client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.
* Cultivates collaborative relationships with key internal business partners.
**Industry Expertise:
*** Bachelor’s degree required, MBA or other advanced degree preferred
* 15+ years of successful sales or relationship management experience in a financial services industry
* Institutional client management and growth experience required; strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets
* A thorough understanding of the industry, financial markets, and competitive landscape
* Prior leadership experience
* Series 7 and 63 licenses required
**The Skills Required:
*** Proven success in building and leading an institutional relationship management team and driving home office engagements, net flows, and business growth
* Proven track record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses
* Strong revenue management and overall financial acumen
* Leadership, coaching, and career development skills with a tenured team of professionals
* Proven leadership skills, particular on teams in face-paced, collaborative environments
* Ability to work in ambiguity and set tone and pace for peers and team
* Proven risk-management and problem resolution skills
* Ability to recognize process inefficiency and recommend improvement opportunities.
* Connecting the team and each associate to the broader organization and driving collaboration
* Using sound judgement and leading through change
* Driving innovation through curiosity and comprehensive understanding of business processes and challenges
* Demonstrate strong investment competence across all asset classes and exceptional communication skills
* Ability to interact effectively with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management and distribution)
* Demonstrate an in-depth understanding of portfolio construction and platform solutions (Advisory & Brokerage) at leading wealth management firms
* Ability to travel up to 50%The base salary range for this position is $185,000-$400,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package.

Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.We offer a wide range of to meet your evolving needs and help you live your best life at work and at home.

These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Note, the application window closes when the position is filled or unposted.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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.

This does not apply to Remote or fully Onsite roles.## ## Certifications:## ## Category:## Relationship Management
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Company Profile

Founded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer investment strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-asset class, public equity, public credit, and liquid alternative offerings.

We manage approximately $68bn for a client base that includes many of the world’s most sophisticated institutions, financial intermediaries, and private clients. Industry-wide, we are well known for our focus on valuation-based investing, willingness to take bold positions when conditions warrant, and candid and academically rigorous thought leadership. Jeremy Grantham, GMO’s Co-Founder and Long-Term Investment Strategist, is renowned as an expert in identifying speculative investment bubbles and also as a leading climate investor and advocate.

GMO is privately owned and employs over 430 people worldwide. We are headquartered in Boston, with additional offices in Europe, Asia and Australia. Our company-wide culture emphasizes commitment to clients, intellectual curiosity, and open debate. We celebrate and respect our differences, while embracing and valuing what each of us brings to work, as we know that diverse teams in an inclusive, caring environment achieve higher engagement and better client results.

Please follow the prompts included in this job posting to apply. The application window for this role is anticipated to remain open until the job is filled, or as otherwise determined by GMO.

Working with the Developed Fixed Income team, in partnership with Asset Allocation, the Developed Fixed Income Rates Strategist will generate and represent investment ideas in the bond markets. They will work closely with researchers and portfolio managers within the teams and take primary ownership of duration positioning for existing and new portfolios. This role will report to the Head of Developed Fixed Income, but work very closely with Portfolio Managers in Asset Allocation. The role is Boston based with a hybrid schedule (minimum of three days in the office).

Responsibilities

• 
  
• Generate investment ideas and opinions in the bond markets – specifically focused on the government or risk‑free parts of the market throughout the developed space (US, UK, Japan and Europe).
  
• Generate creative relative value trade ideas in the interest rate space that could be used in Developed Fixed Income or Asset Allocation portfolios.
  
• Develop an investment thesis on duration and curve positioning for existing Developed Fixed Income portfolios, as well as any new portfolios.
  
• Stay up to date on interest rate and currency markets, highlight noteworthy changes to the Fixed Income Quant team, as well as Asset Allocation.
  
• Leverage a fundamental framework while considering quantitative inputs to develop fundamental views to complement and improve our existing interest rate models.
  
• Research and propose duration positioning within all developed markets (both US and overseas) within Asset Allocation Fixed Income portfolios.
  
  • 
    
  • Understand the objectives, constraints and positioning for each of the Asset Allocation strategies.
    
  • Partner with Asset Allocation to determine duration and key rate targets.
    
  • Translate model output into positioning and trades.
    
  • Ensure proper positioning and risk targets.
    
  • Provide detailed performance and attribution reporting.
    
  
  
  
• Act as an effective sounding board, engage in intellectual debate with Asset Allocation to result in the best outcome for the portfolios.
  
• Partner with the Fixed Income Quant Research team to think critically about model output:
  
  • 
    
  • Evaluate and assess any hidden risks that would make the model vulnerable in the market environment.
    
  • Consider and propose what research or enhancements would be most helpful for the portfolios.
    
  • Evaluate if the portfolio construction process provides the right balance of risk contribution.
    
  
  
  
• Communicate effectively across Developed Fixed Income and Asset Allocation.
  

Requirements

• 
  
• 8+ years of industry experience, including relevant Fixed Income investment experience.
  
• The individual should be a self-starter with a demonstrated passion for investing.
  
• A strong understanding of financial markets, and an understanding of Fixed Income analytics is required.
  
• The individual should have the ability to both generate and effectively communicate portfolio ideas through effective spoken communication, across both Developed Fixed Income and Asset allocation, as well as with other investment teams.
  
• Demonstrated experience generating and implementing high conviction investment ideas in G10 rates and FX.
  
• Deep understanding of individual risk factors—including duration, curve, and liquidity risks—with a demonstrated ability to identify, quantify, and mitigate exposures through both analytical tools and market intuition.
  
• Extensive knowledge of G10 sovereign bond markets, macroeconomic drivers, and their impact to underlying investment strategies.
  
• Expertise in the technical structure and market dynamics of FX and interest rate related securities, including forwards, futures, swaps, options, and sovereign bonds. Experience with inflation linked products a plus. Trading experience a plus.
  
• Effective oral and written communicator with the ability to work closely with Portfolio Management, Research, and Trading to integrate views and refine strategies across fund vehicles.
  
• Ability to work in a collaborative, intellectually rigorous environment.
  
• Experience with Python, Matlab, or related programming languages a plus.
  

Compensation

$150,000 - $175,000 a year

This is a reasonable, good faith estimate of the current salary range for this role. GMO’s salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs.

In addition, this position is eligible for a discretionary annual bonus award, which award may be determined by individual, team, department and firm performance, and is subject to the terms of GMO’s compensation plan. This position is also benefits eligible. GMO’s comprehensive benefits program includes medical insurance, dental insurance, life insurance, long‑term disability coverage, a 401(k)/profit‑sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.

Benefits

• 
  
• Medical insurance, dental insurance, life insurance, long‑term disability coverage, 401(k)/profit‑sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.
  

GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.

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Department: Program

Reports To: Vice President & Chief Program Officer

FLSA Classification: Exempt

FTE: 1

Supervises: None

Hybrid Schedule (subject to change): 2 days per week in office preferred, with flexibility as needed.

Position Budgeted: $100,000.00 - $110,000.00

Position Summary

The Boston Foundation is seeking to strengthen its impact investment program and expand its use of impact investing as a powerful tool for driving positive impact in Greater Boston. This is a cross-functional role, reporting to the Vice President & Chief Program Officer and working in close collaboration with the Senior Director, Impact Investing and the Chief Financial Officer.

Essential Functions

• 
  
• Investment Research & Analysis
  
• Support Due Diligence on Mission First Pool (MFP) opportunities;
  
• Support sector level (CDFI and Impact Funds) research;
  
• Assist Philanthropy Group with ad hoc requests from DAF holders to act as thought partners and research specific impact investment opportunities; and
  
• Reporting and Presentations
  
• Track impact measurement metrics;
  
• Collect and organize data for required reporting for the Recoverable Grants program, Business Equity Fund, Catalyst Pool and the Mission First Pool; and
  
• Support the Impact Investments Team in creation of presentations.
  
• Field Building
  
• Support the Philanthropy Group in meetings with DAF holders to discuss co-investment opportunities and act as a thought partner; and
  
• Participate as a TBF speaker and panelist to expand the field of impact investing and the TBF brand.
  

Other Duties and Responsibilities

• 
  
• Individuals assigned to this position may perform other duties as assigned
  

Qualifications

• 
  
• Bachelor’s degree or equivalent experience; and
  
• 2-3 years relevant work experience in consulting or professional financial services.
  
• Demonstrated experience analyzing business models;
  
• Proficiency in financial modeling to support debt and equity investment analysis;
  
• Proficiency creating presentations;
  
• Excellent written and oral communication skills;
  
• Experience with legal concepts associated with private investing;
  
• Familiarity with affordable housing trends and investment considerations;
  
• Familiarity with CDFIs and other intermediaries such as Impact Investing Funds;
  
• Understanding of and commitment to the Foundation’s mission;
  
• Demonstrated interest and analytical skills used to learn about impact investing broadly and be part of building this powerful tool with The Boston Foundation;
  
• Demonstrated ability to organize and coordinate simultaneous, sometimes competing tasks; and
  
• Willing/able to support colleagues in a wide range of activities to further TBF’s vision to advance equity in Greater Boston.
  

Working Conditions & Physical Demands

• 
  
• Ability to work for long periods of time at a workstation.
  
• Ability to use a computer monitor and keyboard for long periods of time
  
• Ability to work onsite and remotely, as required
  

The content is intended to describe the general nature and level of work being performed by persons assigned to this job. It is not intended to constitute an exhaustive list of all responsibilities and duties required.

External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation. Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis.

This job description is intended to be general and may be revised from time to time. At management’s discretion, the employee may be assigned different or additional duties from time to time.

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Role Summary

This Vice President will play a key role, designing and executing marketing strategies to support the growth of ourRetirementbusiness, which includes a range of investment, managed advice/accounts and value-added capabilities distributed through plan sponsors, consultants, DC specialist financial advisors and intermediary home offices/aggregators.

The Vice President will partner with client-facing business leaders, product strategy, investment teams and broader AM Marketing teams to identify and harness the top commercial priorities and translate them into full-funnel plans, fueling our business growth objectives with this critical segment.

Position Responsibilities:

• 
  
• Channel marketing vision and implementation: Research, plan, develop and implement an integrated marketing strategy for AM’s retirement client segments to fuel overall business growth objectives.
  
• Brand narrative: Ensure the AM value proposition, and associated retirement derivation and messaging pillars are infused through all marketing activities globally.
  
• Client research: Partner with AM brand marketing and retirement business leaders to track, manage and analyze client research to determine how AM is perceived by our retirement clients and identify which perceptions need to be addressed to enable the business to move forward.
  
• Capabilities and solutions: position full range of investment solutions (capital preservation, public equities and fixed income and alternatives), managed advice offering and thought leadership.
  
• Campaigns and execution: Develop and execute well thought-out, impactful and quantifiable lead generation and client retention campaigns leveraging a range of digital, media and in-person channels.
  
• Client Engagement:Partner with marketing contacts at client and partner firms to drive joint initiatives, support growth of investment strategies and elevate brand awareness.
  
• Sponsorships and events: Partner with AM event marketing and retirement business leaders to develop a marketing strategy and execution for key channel sponsorships and events.
  
• Content: Partner with content and product marketing teams, to deliver a content calendar which fully supports the institutional and insurance marketing strategy, including the generation of editorial ideas, and content creation as well as continual improvement across marketing and sales collaterals, social media and .com.
  
• Measurement and reporting: End-to-end reporting and measurement of day-to-day and campaign-related marketing impact, delivering clear MROI and taking active steps to adjust marketing approach as necessary to optimize impact.
  
• Risk management: Maintaining strict adherence to regulatory and procedural guidelines for all marketing communications including proactive management of operational risk.
  
• Team effectiveness: Drive operational efficiency of the institutional and insurance marketing team, ensuring they are highly motivated, fully engaged and able to operate at scale.
  
• Partnership and collaboration: Develop and maintain strong relationships with other AM marketing leaders, EO marketing partners, Corporate Communications, sales and investment heads, and key senior stakeholders across the global organization.
  

Qualifications:

• 
  
• 10 plus years of experiencein retirement marketingor similar roles within a leading financial institution with an outstanding track record with measurable impacts and achievements
  
• Experience across retirement intermediary/advisor channel and direct to plan sponsors.
  
• In-depth knowledge of the retirement asset management industry: clients, products, regulations, competitors
  
• Well-developed strategic thinking with commercial awareness and business acumen
  
• Demonstrable track record of leading and executingeffectively across matrixed, complex organizations with excellent communication, influencing and presentation skills as well as the ability to engage with partners at all levels
  
• Ability to present investment views in a thoughtful and well-reasoned manner, synthesize information from multiple sources and develop a clear, compelling story
  
• Demonstrated integrated marketing skills across strategy and execution; ability to leverage subject matter experts throughout broader divisional marketing team in pursuit of effective outcomes
  
• Solid experience in digital marketing, with working knowledge of martech within B2B environments, lead generation, and analytics in order to partner with subject matter experts
  
• Ability to work at varying speeds and under timeframe pressure, while maintaining extremely high standards
  
• Bachelor’s Degree (BA/BS)
  

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at /careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: © The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Salary Range
The expected base salary for this Chicago, Illinois, United States-based position is $110000-$230000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offering, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

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