Director, Relationship Management Specialist, Wealth Advisory Managed Solutions

Job Description:

Director, Relationship Management Specialist, Wealth Advisory Managed Solutions

As a Relationship Management Specialist, you will be responsible for supporting and helping to drive net new sales in Fidelity’s Portfolio Solutions products and services across enterprise home office, TAMP, FinTech and Platform relationships. You will be a subject matter expert on all Model Portfolio and SMA products along with Fidelity’s investment thought leadership. You will work with existing TAMP/FinTech partners to grow our relationships as well as work with new relationships to broaden our model and SMA distribution. You will be a key contributor to the broader TAMP/FinTech landscape and strategy, including updates to key business partners. You will have the support of an experienced team, where an inclusive and motivating culture is critical.

 The Expertise And Skills You Bring

• Enterprise/Platform/FinTech/TAMP technology landscape knowledge
• 5 -10 years investment related experience (either sales, relationship management, or product management)
• Able to interact well with both external clients (advisors, shareholders, due diligence analysts, etc.) as well as internal clients (investment management, distribution, product management and senior management constituents, etc.)
• Serve as a voice of the client for ongoing product development and execution
• Bachelor's degree required.
• Series 7 & 63 licenses required; Series 65 preferred
• Expertise and knowledge of the managed account marketplace
• You build and maintain relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach
• Outstanding communication, decision making and multi-tasking abilities
• Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
• Demonstrate Independent decision making
• Strong experience in the Microsoft Office Suite

Note: Fidelity will not provide immigration sponsorship for this position.

 

The Team

We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!

The base salary range for this position is $

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA

Category:

Relationship Management

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.