Director -Associate Relationship Manager, Core Wealth

Job Description:

The Role

Fidelity Institutional (FI)’s Intermediary Investment Client Group (IICG) is seeking a Director, Associate Relationship Manager (ARM) to join the Financial Institutions Group (FIG) to partner with Relationship Managers to provide coverage to home office personnel at leading financial institutions within its Core Wealth channel to strengthen client relationships, expand investment product placement and distribution opportunities.

The Associate Relationship Manger role is a critical position, focused on fostering high levels of client satisfaction by effectively representing Fidelity Asset Management solutions to strategic and opportunistic clients that both forward Fidelity’s presence within the client’s system but also aligns with the needs and strategic plan of the client’s advisor led service model in the private wealth space.  This person will need to collaborate with other Fidelity Teams (including but not limited to Asset Management, Sales, Legal, Operations, and our in-house custody & clearing units) to implement client-centric solution that broaden and deepen our Fidelity presence while enhance the customer experience.'

Core responsibilities of an Associate Relationship Manager include:

• Present & appropriately position Fidelity asset manager solutions to research and product personnel at selected BDs, Banks and RIAs.

• Develop actionable account plans that broaden product offering and defend existing assets

• Work effectively across National Account Team (Including KAMs & Investment RMs) to develop and implement thorough firm coverage strategies that leverage best practices but can be customized at scale effectively

• Collaborate with sales and marketing teams to align and communicate account plans that furthers the advisor enablement efforts set forth by the FI Sales Organization

• Work with FI Distribution leadership to design an effective budget to support portfolio of client assigned to the ARM

• Implement Fidelity’s investment products onto client investment platforms seamlessly

• Work with Key Account Managers to coordinate and deliver firm due diligence questionnaires, RFIs, and custom reporting requirements

• Facilitate client interactions with Fidelity Asset Management & Investment Specialists

• Arrange FI’s participation in firm conferences and help coordinate FI hosted due diligence events

• Act as lead relationship contact for all day-to-day support needs of key home office clients, providing impeccable service

• Maintain and manage internal resources to improve firm knowledge and engagement, including Salesforce, Firm Resource Center, FI Weekly Bulletin, playbooks, and account plans

The Expertise and Skills You Bring  

• Bachelor’s Degree

• Series 7 and 63

• Applicable Investment Certifications such as CFA, CIMA, Etc.

• Passion for the financial or investment management industry

• 5 years of experience working in the Financial or Investment Management industry

• Excellent interpersonal and communication skills

• Strong investment acumen

• Team Attitude that is both positive and demonstrates a strong work ethic

• Self-motivated with a dedication to continuous self-improvement

• Ability to thrive in a fast-paced and collaborative environment

• Highly resourceful, organized, and capable of working independently while prioritizing both Fidelity & Client priorities

• Quick learner with ability to adapt to new situations

• Effective listening, communication, and presentation skills

The Team

Fidelity Institutional is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels.

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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.