Director, Intermediary Key Account Manager
Job Description:
NOTE: Fidelity will not provide immigration sponsorship for this role.
The Role
Fidelity Institutional (FI)'s Intermediary Investment Client Group (IICG) is seeking a Director, Key Account Manager (KAM) 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 Director, Key Account Manager role is a critical position, focused on fostering high levels of client satisfaction by effectively addressing client needs and collaborating with teams across FI and Fidelity to implement various client-focused initiatives successfully.
Core responsibilities of a KAM include:
• Work effectively with Relationship Managers to develop and implement thorough firm coverage strategies
• Collaborate with sales and marketing teams to align and communicate firm strategies effectively
• Implement Fidelity's investment products onto client investment platforms seamlessly
• Coordinate and deliver firm due diligence questionnaires, RFIs, and custom reporting requirements
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• Facilitate client interactions with Fidelity Asset Management and Investment Specialists
• Arrange FI's participation in firm conferences and help coordinate FI hosted due diligence events
• Act as the central day-to-day contact for 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
• Passion for the financial or investment management industry
• 5 years of experience working in the Financial or Investment Management industry
Skills Required
• Excellent interpersonal and communication skills
• Positive attitude and 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
• Quick learner with ability to adapt to new situations
• Effective listening, communication, and presentation skills
• Developing Investment acumen
The Team
Fidelity Institutional (FI) 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.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Relationship Management
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.
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- HSA
- HSA With Employer Contribution
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- Virtual Fitness Classes
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Casual Dress
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
Financial and Retirement
- 401(K)
- 401(K) With Company Matching
- Company Equity
- Performance Bonus
- Relocation Assistance
- Financial Counseling
- Profit Sharing
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Lunch and Learns
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
Diversity and Inclusion
Company Videos
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