Job Type: Permanent
Application Deadline: 29 June 2026
Title Relationship Director
Department Relationship Management Team, Workplace Investing
Location London
Reports To Head of UK WI Relationship Management
Level 6
About us
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
With a global presence across more than 25 locations around the world, Fidelity International provides investment services and retirement expertise to everyone from central banks and financial institutions to wealth managers and private individuals.
The goal of the Global Platform Solutions team is to build a profitable $500bn business by becoming the partner of choice for all an individual’s and family’s financial needs.
About your team
The team is responsible for growing the relationship, improving profitability, the retention and development of UK Defined Contribution (DC) and International Retirement Savings Plans (offshore) clients through the development and distribution of packaged Defined Contribution pensions and workplace savings products (including workplace ISA via Invest@Work proposition).
Many of Fidelity’s clients are International businesses and we work with them at a global level. Currently with c500 clients and £62bn in assets under management, the DC business is a dynamic one with a number of functional teams across pension administration, member communications, product development, finance, relationship management, investments, member marketing, implementation and business development.
Fidelity’s DC offering has evolved rapidly, enabling Fidelity to occupy a highly competitive position and challenge the historic market players’ dominance in the UK and international pensions markets. The DC business has been driven by rapid growth and this will continue via continued proposition development, increased resources and expanded service offerings.
About your role
The Relationship Director is a senior client-facing role within which the RD is personally responsible for a portfolio of Strategic and significant Large full-service clients. A key responsibility is the retention, development and growth of pension plan assets and participants and the business development of Fidelity’s workplace savings products. The RD is responsible for working at a strategic level with the clients and the DC business to improve profitability while maintaining and increasing client satisfaction. The role is responsible for clients’ utilisation of our product enhancements and the delivery of our policy initiatives. All roles within the Relationship Management team are supported by a team structure providing mutual support for each other’s clients. The RD will be required to support the Head of UK Workplace Investing with new business opportunities.
Key Responsibilities
A client facing role responsible for retaining and developing an existing portfolio of large complex DC plan & workplace savings relationships.
Engagement at the highest possible level (potentially MD / CEO-level) within UK and Global clients
Responsibility for the financial performance of the client portfolio including the management of revenue against a target.
Take ownership of SLA reporting for global clients and provide input into the global green scores for strategic clients.
Responsible for managing complaints and dispute resolution for the client portfolio and supporting junior members of the team with any client complaints or disputes.
A key focus is to ensure client satisfaction through strategy meetings covering plan design, utilisation of services, developments, product offerings and investment performance. This will be measured via NPS scores and informal feedback.
Close working relationship with the Head of Relationship Management and also the other practices within the team
Works closely with other departments responsible for DC service and the staging of clients e.g. business development in sales presentations, Service Delivery team, proposition development, implementation and client marketing
Take a lead role in providing client facing input to significant internal projects
Cultivate a thorough understanding of the client’s organisation, business drivers and metrics. Use this information to create a strategic business plan for each client and delivery against those plans.
Ensure effective service delivery and reporting is achieved and maintained.
Maintain personal knowledge and comprehensive understanding of retirement rules and practices, DC investment products and workplace savings offering
Identify areas of best practice from external sources such as CPD opportunities and personal networks.
Build, influence and enhance relationships both internally and externally; including clients and their consultants
Segmenting and targeting own portfolio of clients based on their potential to develop and the current and future value to the DC business.
Take personal responsibility for delivering suggested innovation to the group and drive changes to best practice.
The role will adhere to our Fidelity Leadership Principles through:
Responsibility for a portfolio of Strategic and significant Large clients
Working within a collaborative and supportive team environment
Helping the Head of UK Relationship Management to lead the team
Whilst not a prerequisite of the role, many of the attributes and behaviours of the role may be found within the benefit consulting arena.
Business travel and own transport (within the UK) is expected.
About you
Demonstrable ability to work with large, sophisticated organisations in the formulation and deployment of benefits strategy.
Previous line management responsibility desirable.
Excellent communication and relationship building skills, proven experience of presenting, influencing and negotiation with clients and colleagues at senior level.
Proven problem solving, organisational skills and effective management of priorities – with the ability to ‘multi-task’.
Team player who can gain the support, and gain confidence and commitment of internal and external stakeholders.
Ability to work under pressure to deadlines and on own initiative with a strong attention to detail
Commercial attitude to business relationships and identification of new opportunities.
Demonstrate ownership, prioritisation and urgency in relation to client and business requests.
A strong working knowledge and understanding of DC including the legislative and regulatory framework of the pensions industry. Knowledge of DB pensions, hybrid pension schemes and flexible benefits an advantage.
A high level of general investment knowledge is required.
Professional qualifications may be an advantage
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
