FMAX Key Account Manager jobs in United States
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Fidelity Bank ยท 1 month ago

FMAX Key Account Manager

positionIL Work From Home
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$100K/yr - $160K/yr
date5+ years exp

Fidelity Bank is seeking a Wealth Advisory Key Account Manager to enhance their advisory business for various financial intermediaries. The role involves providing managed account platform expertise, supporting sales initiatives, and ensuring a positive client experience through effective communication and operational coordination.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
badNo H1Bnote

Responsibilities

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
Support VPs by preparing materials, tracking progress, and ensuring smooth execution of deployment and engagement plans
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 platform knowledgeClient experience supportData analysis skillsCommunication skillsTeam collaboration

Required

Bachelor's degree required; MBA preferred
Financial intermediary channel experience preferred (Banks, Broker/Dealers, RIAs)
Passionate about wealth management, advisory platforms, and investment solutions offered by Fidelity and across industry
You deliver value to our customers seeking consultation on industry leading advisory platform/product capabilities from Fidelity
Familiarity with clearing and custody services
Minimum five years experience working with institutional wealth management clients
Series 7, 63, 65/66 required
Willing to travel 25-40%
Note: Fidelity will not provide immigration sponsorship for this position

Benefits

Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.
dateFounded in 1974
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
http://www.LionBank.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase