Head of the Client Relationship Group, Fidelity Institutional
Sanjiv Mirchandani is head of the Client Relationship Group for Fidelity Institutional, a division of Fidelity Investments which offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms and institutions. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Mirchandani is responsible for overseeing clients across the spectrum of wealth management and institutional client segments, including registered investment advisors, broker-dealer firms, retirement recordkeepers, plan sponsors, liquidity managers, banks, insurance firms, and family offices.
Prior to assuming his current position in April 2020, Mr. Mirchandani was president of Fidelity Clearing & Custody Solutions. He has also held several other positions within Fidelity, including president of National Financial, president of Products and Marketing for Personal and Workplace Investing, where he was responsible for the management, growth, and profitability of Fidelity’s consumer products and services for retail and workplace investors; executive vice president of brokerage and asset management products within the personal investments business, including Fidelity’s retail mutual funds, FundsNetwork, Portfolio Advisory Services, brokerage accounts, and retirement, education, and health care savings products; general manager for the retail retirement business, including contributory IRAs, rollover IRAs, self-employment plans and pre-retiree services; senior vice president of customer segment management, where he was responsible for marketing and improving customer profitability for all of Fidelity’s retail customer segments; and senior vice president of retail market planning, overseeing retail strategy with functional responsibility for market research, database marketing, and industry analysis.