Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions and insights to wealth management firms and institutions, announced today that Rohit Mahna has been named Head of Client Growth, effective January 2022.
Mr Mahna joins Fidelity from Salesforce, where he was senior vice president and general manager of the company’s Global Financial Services group since 2016. Mahna will lead the Fidelity Institutional Client Relationship Group, comprised of sales and relationship management teams, and will report to Mike Durbin, president of Fidelity Institutional.
Fidelity Institutional serves 13,500 clients, including wealth management firms and institutions, offering them client-focused expertise, industry-leading financial solutions, and flexible technology. It administers $4.2 trillion in assets and manages $1 trillion in discretionary assets.
“I am excited to work with Fidelity Institutional’s clients to help them map their future and grow their businesses,” said Mr Mahna.
Mr Mahna worked at Salesforce for over 10 years, overseeing the company’s global financial services practice spanning sales, marketing, partners, and product. Financial services has grown to be Salesforce’s largest industry practice, and Mahna was also instrumental in the development of Financial Services Cloud, the company’s first industry-specific product.
Before joining Salesforce in 2011, Mahna worked as the financial services industry lead at IBM, a business consultant at Conchango (today Dell EMC), and a business analyst at TD Waterhouse.
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