Job Description:
Senior Account Executive, Institutional Client Group
Are you an experienced client-facing professional with a proven ability to deliver solutions for institutional investors? Can you represent Fidelity’s investment management capabilities and the broad functions of an investment account to institutional investors and their related providers? Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients? If so, we are excited to speak with you about a senior account executive role in Fidelity’s Institutional Client Group (ICG) organization.
ICG is the institutional distribution arm of Fidelity’s Asset Management business with responsibility for managing the investment relationships with large corporate and public sector plan sponsors, endowments, and foundations. We are looking for an experienced client service professional that can serve as the primary point-of-contact to institutional investors on their investment strategies. The key functions of the role are to facilitate the onboarding and ongoing servicing requirements of complex investment accounts. The role is central to the client relationship as the senior account executive is the client’s daily point of contact for all of their servicing needs on their account, while simultaneously being the voice of and advocate for the client in matters at Fidelity. These key areas of focus will require investment and financial acumen, the ability to organize and prioritize competing priorities, all while working across a demanding but collaborative culture.
The ICG organization includes institutional asset management, sales, relationship management, client servicing, and institutional portfolio management teams. The successful candidate will be an integral part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, and dedicated client service professionals - all designed to help our clients thrive.
The Expertise You Have
- Bachelor’s degree required w/ master’s degree preferred
- 8+ years experience in the financial services industry, w/ client facing experience preferred
- Passion for investments working with institutional clients
- Prior experience working with Endowment and Foundation clients is a plus
- Ability to engage with all levels of a client organization from board members and executives to staff level
- Strategic thinking and creative problem-solving to promote client retention
- Experience navigating within a large organization to deliver effective solutions
- Series 7 and 63 registrations required within 90 days of hire
The Skills You Bring
- Proven ability to build and manage relationships with complex and demanding clients and internal partners
- Ability to work effectively across a collaborative and inclusive culture
- Financial acumen and capacity to gain insight from data analysis
- Talent for effectively communicating complex information – both verbally and in writing
- Experience and self-motivation to work in a hybrid environment
The Value You Deliver
- Deliver industry leading client service rooted in value-added, proactive, and timely communication
- Seek out and leverage the capabilities and resources of Fidelity to create value for our clients
- Share industry trends, best practices, and insight from peer organizations to help clients navigate complex investment changes
- Own critical operational issues and escalations that impact the client through to resolution
- Execute on a high frequency engagement model with Endowment and Foundation clients
- Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives
Certifications:Series 07 - FINRA, Series 63 - FINRA
Category:Client Service
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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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.
