Director - Associate Relationship Manager, Liquidity Management 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, Asset ManagementIndustries

Requirements

Series 7 and 63 licenses are required
CTP, CFA or CIMA designations are a plus
5 years of experience working in the financial industry
Institutional experience in the intermediary market and/or short-term fixed income trading is highly preferred
Demonstrate strong investment acumen
Demonstrate a strong understanding of short-term markets, FOMC policy, corporate investing, and industry platform liquidity solutions
Ability to quickly establish credibility with clients as an investment resource
Effective listening, communication, and presentation skills
Committed to constant self-improvement and exhibit a competitive drive
Operate in a fast-paced environment where team coordination and rapid response is essential
Extremely resourceful, organized, and can prioritize multiple priorities
Ability to travel up to 50% or more in any given month

Responsibilities

Development and execution of overall firm segmented strategy
Expansion of Fidelity Institutional’s investment product availability at key distributors inclusive of but not limited to Liquidity Solutions, Mutual Funds, Sub-advised, CIT’s and Alternative Investments
Collaboration with internal representatives across Fidelity Institutional, Institutional Wealth Management Services, Assets Management Solutions, and investment specialists to promote new and defend existing relationships
Expand and/or deepen executive engagement at covered firms
Successfully partner with the Sr. Relationship Manager and Key Account Manager to meet all segmented client needs and execute on the team strategy
Seeking a high level of client satisfaction by successfully providing best-in-class service
Provide investment coverage to home office and regional office personnel at leading financial institutions, with a focus on liquidity management solutions
Work alongside other Fidelity Institutional and Institutional Wealth Management Relationship and Key Account Managers to deepen client relationships, expand investment product placement and target distribution opportunities
Coverage responsibilities across the Institutional Insurance and Defined Contribution Investment Only (DCIO) segments, fostering collaboration across Fidelity business lines to deliver integrated solutions
Act as the client facing interface to key decision makers, as well as sales and account managers at FI’s intermediary clients
Clearly articulate and promote Fidelity’s investment capabilities and investment centric thought leadership to advance and defend our investment presence within the client firm’s offerings and its related distribution system
Coordinate across Fidelity to ensure the client’s needs are addressed and that Fidelity business partners clearly understand the client and the investment opportunities presented by the firm and their advisors

Skills

Key technologies and capabilities for this role

Liquidity ManagementRelationship ManagementInvestment ProductsMutual FundsSub-advised StrategiesCITsAlternative InvestmentsClient CoverageSales StrategyAccount ManagementFinancial InstitutionsInstitutional InsuranceDCIO

Questions & Answers

Common questions about this position

What licenses are required for this role?

Series 7 and 63 licenses are required, while CTP, CFA or CIMA designations are a plus.

What experience is needed for this position?

Candidates need 5 years of experience working in the financial industry, with institutional experience in the intermediary market and/or short-term fixed income trading highly preferred.

Is travel required in this role?

Yes, the role requires the ability to travel up to 50%.

What salary or compensation does this position offer?

This information is not specified in the job description.

What skills make a strong candidate for this role?

Strong candidates demonstrate investment acumen, understanding of short-term markets, FOMC policy, corporate investing, and industry platform liquidity solutions, plus effective listening, communication, and presentation skills.

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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