Fidelity Bank · 1 month ago
Director -Associate Relationship Manager, Core Wealth
Westlake, TX
Full-time
Hybrid
Mid, Senior Level
5+ years expFidelity Bank is seeking a Director, Associate Relationship Manager to join their Financial Institutions Group. This role focuses on enhancing client relationships and expanding investment product distribution by collaborating with various teams to implement client-centric solutions.
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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
Qualification
Required
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
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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