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Jennifer Bennett

EVP, Head of Relationship Management at Fidelity Investments
Intro Book
Jennifer Bennett, a seasoned executive with 31 years of experience leading Fidelity Investments' Workplace Relationship Management team, holds a Master's in Business Administration from Xavier University and a Bachelor's in Social and Decision Sciences from Carnegie Mellon University.
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Location
Cincinnati Metropolitan Area, US
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I’m Jennifer Bennett, based in Covington, KY, with over 30 years of experience at Fidelity Investments. Currently, I serve as the EVP and Head of Relationship Management, leading a team dedicated to serving 26,000 clients and millions of employees. My career has been marked by progressive leadership roles, including Senior Vice President positions where I established strategic directions for relationship management across various market segments. I hold a Bachelor’s Degree in Social and Decision Sciences from Carnegie Mellon University and an MBA from Xavier University. My expertise lies in client loyalty, strategic market relationships, and team leadership, and I am passionate about delivering exceptional service and value to our clients.

Credentials

  • •Investment Company and Variable Contract Products Representative
    FINRA
  • General Securities Principal
    FINRA
  • Investment Company and Variable Contracts Products Limited Principal
    FINRA
  • Registered Securities Broker
    FINRA
  • Registered Securities Representative
    FINRA
  • Series 6, 63, 7, 24 and 26 licenses
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • EVP, Head of Relationship Management
      • Jan 2022 - Present

      • Leads Fidelity’s 800-person Workplace Relationship Management team with responsibility for serving 26,000 clients and millions of their employees.• Upholds Fidelity’s industry-leading client loyalty and retention levels.• Sets strategic direction for Relationship Management function ensuring strong voice of customer input in all business, service, and product development activities for the firm.

    • Head of Strategic Market Relationship Management
      • Oct 2018 - Jan 2022

    • Senior Vice President, Relationship Management, Workplace Investing - Large Market Segment Head
      • Jan 2012 - Oct 2018

      Responsible for establishing the strategic direction of the relationship management function for Fidelity's Workplace Investing Large market clients

    • Senior Vice President, Relationship Management, Strategic Market Team Leader
      • Jan 2009 - Dec 2011

      Responsible for overseeing team of Managing Directors working with many of Fidelity's Top 200 Workplace Investing clients

    • Senior Vice President, Relationship Management
      • Jul 2007 - Dec 2008

    • Vice President, Communication and Education
      • Jan 2006 - Jul 2007

    • Vice President, Relationship Management
      • 1993 - Dec 2005

      Various roles of increasing responsibility within Fidelity's Workplace Investing Relationship Management business

Education

  • 1987 - 1991
    Carnegie Mellon University
    Bachelor’s Degree, Social and Decision Sciences
  • 1995 - 1997
    Xavier University
    Master of Business Administration (M.B.A.)

Suggested Services

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Industry Focus. “Financial Services”

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