Institutional Client Relationships
Develops and manages strategic relationships with corporate 401(k) plan clients, aligning service priorities with plan objectives.
Executive profile
Svetlana Ivanova
Senior Vice President & Managing Director
Fidelity Investments
01 / Overview
Building long-term trust in workplace retirement.
Svetlana Ivanova serves as a Senior Vice President and Managing Director at Fidelity Investments, focusing on institutional client relationships and workplace retirement plan management, particularly 401(k) programs.
Her work centers on understanding client priorities, coordinating retirement plan services, and working across teams to support consistent service delivery and a stronger participant experience.
02 / Role at Fidelity
Leadership responsibilities
Plan Administration Services
Coordinates retirement plan administration services with close attention to service quality, operating consistency, fees, and client needs.
Cross-Functional Service Governance
Connects client priorities with internal retirement services teams to resolve issues, support execution, and improve the client experience.
03 / Areas of Focus
Client trust, operational discipline, and responsible innovation.
401(k) Retirement PlansInstitutional RelationshipsPlan AdministrationFee StructuresService GovernanceRetirement Strategy
04 / Selected Work
Selected areas of work
Enterprise 401(k) Client Management
Supports long-term corporate plan relationships by coordinating client priorities, retirement services teams, and participant-focused service delivery.
401(k) Fee Structure Evaluation
Evaluates fixed administration fees and alternative structures while balancing client value, service requirements, and operating costs.
Multi-Market Client Engagements
Based in Los Angeles, with client and project engagements across multiple U.S. markets, including Chicago and Detroit.
Digital Assets & Retirement Planning Research
Explores custody, liquidity, fees, risk, and compliance considerations as digital assets evolve within the broader retirement landscape.
05 / Professional Perspective
Innovation matters most when it strengthens long-term retirement outcomes.
Svetlana's professional interests include retirement plan strategy, institutional relationship management, investment options, fee structures, risk management, and the evolving role of digital assets in retirement planning.
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