Director -Associate Relationship Manager, Core Wealth at Fidelity Investments

Smithfield, Rhode Island, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, Investment ManagementIndustries

Requirements

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

Responsibilities

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

Skills

Key technologies and capabilities for this role

Asset ManagementClient Relationship ManagementAccount PlanningSales CollaborationMarketing AlignmentBudget ManagementFinancial Institutions CoverageProduct PositioningAdvisor EnablementCustody & Clearing

Questions & Answers

Common questions about this position

What qualifications and certifications are required for this role?

A Bachelor’s Degree, Series 7 and 63 licenses, applicable investment certifications such as CFA or CIMA, and 5 years of experience in the financial or investment management industry are required. Excellent interpersonal and communication skills are also essential.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this Director role?

This information is not specified in the job description.

What does the team structure look like for this position?

The role involves partnering with Relationship Managers and working effectively across the National Account Team, including Key Account Managers (KAMs) and Investment RMs, while collaborating with teams like Asset Management, Sales, Legal, and Operations.

What makes a strong candidate for the Associate Relationship Manager role?

Strong candidates will have a passion for the financial industry, 5+ years of relevant experience, required certifications like Series 7/63 and CFA/CIMA, and excellent interpersonal and communication skills to foster client relationships and collaborate across teams.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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