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Fidelity Investments · 4 days ago

Director -Associate Relationship Manager, Core Wealth

Smithfield, RI

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Fidelity Investments 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 within the Core Wealth channel by collaborating with various teams to provide tailored solutions for clients.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

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

Series 7Series 63CFACIMAInvestment Management ExperienceInterpersonal SkillsCommunication SkillsTeam AttitudeSelf-motivatedOrganizational SkillsAdaptabilityEffective ListeningPresentation Skills