Fidelity Institutional Hires Rohit Mahna as Head of Client Growth

​Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions and insights to wealth management firms and institutions, announced yesterday that Rohit Mahna has been hired as Head of Client Growth, effective January 2022.

In his new role, 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. 

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 worked at Salesforce for over 10 years. 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.

"Rohit joins us at a time when the industry is evolving at an increasingly rapid pace," said Durbin. "He brings to Fidelity a unique set of skills at the intersection of finance and technology and knowledge of that space which will benefit all of our clients."

"I am excited to work with Fidelity Institutional's clients to help them map their future and grow their businesses," said Mahna.

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.