The Role
The Wealth Advisory Key Account Manager is responsible for working with Sales and Relationship Management to grow and evolve advisory business for Broker/Dealers, Banks, and RIAs. In this role you will provide dedicated managed account platform expertise to our intermediary clients and will be responsible for driving advisory platform adoption across our customer base. Key activities include:
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
The Expertise and Skills You Bring
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.
The Team
Our team is well versed in understanding the trends, opportunities and challenges facing Fidelity Institutional clients, as well as designing and articulating how our fee-based advisory capabilities can help firms evolve their businesses and thrive through transformational change.
We actively engage with clients and prospects to ensure the awareness and adoption of our various Wealth Advisory solutions to help them achieve their business growth, productivity and client satisfaction goals. We also play a key role in both communicating the FI Wealth Advisory Solutions vision and roadmap, as well as making sure Fidelity Institutional initiatives are aligned with our clients and prospective clients’ business needs and priorities.
The base salary range for this position is $100,000 - $160,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Relationship ManagementTop Skills
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
