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Fidelity Investments · 1 week ago

FMAX Key Account Manager

Leominster, MA

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $160K/yr

5+ years exp

Fidelity Investments is a leading financial services company, and they are seeking a Wealth Advisory Key Account Manager. This role involves growing and evolving the advisory business for Broker/Dealers, Banks, and RIAs while providing managed account platform expertise and driving platform adoption across the customer base.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Operational support & coordination: maintain account plans, facilitate contract agreement execution, coordinate Quarterly Business Reviews (QBRs) with top tier clients, participate in RFPs/RFIs, conduct data analysis to inform sales pricing proposals and transition plans, coordinate new client onboarding with internal stakeholders

Executional enablement: support VPs by preparing materials, tracking progress, and ensuring smooth execution of deployment and engagement plans

Client experience support: assist in resolving client inquiries and ensuring consistent communication and follow-up

Qualification

Financial intermediary experienceWealth management expertiseSeries 7 certificationSeries 63 certificationSeries 65/66 certificationAdvisory platforms knowledgeClearingCustody servicesClient experience supportData analysisCommunication skills