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The role involves managing complex managed account sales and services for clients, focusing on customer satisfaction and collaboration with financial consultants to drive retention and sales.

Manage and trade discretionary US and international equity Separately Managed Accounts (including long/short strategies). Conduct portfolio construction, tax-aware transitions, account reviews, performance and risk monitoring, and coordinate with trading, operations, research, and technology teams to improve model management and implementation.

Answer inbound customer calls about account balances, withdrawals, transfers, and trades; study for and obtain SIE, Series 7, and Series 66 licenses (sponsored); complete onboarding working remotely and in an Investor Center, then transition to full-time on-site Investor Center customer support and wealth management development.

Design, build, enhance, and support a portfolio optimization and back-testing ecosystem. Partner with quant researchers and investment teams to develop scalable, low-latency systems, APIs, and cloud-based services; capture requirements and collaborate across stakeholders.

Conduct joint client appointments to deliver personalized financial planning, identify consolidation and referral opportunities, implement plans, and educate clients using Fidelity tools. Maintain organized contact strategies, leverage Salesforce and Glance, mentor colleagues, and partner with Financial Consultants or Wealth Planners to uncover complex planning opportunities and build long-term client relationships.

Support branch Financial Consultants by strengthening client relationships, organizing daily activities, facilitating targeted appointments, and helping cultivate a book of business. Deliver personalized financial planning insight, operate within compliance rules, and collaborate with teams to deepen long-term client engagement.

Work directly with existing clients and warm leads to develop customized financial plans, recommend investment solutions using Fidelity planning tools, conduct one-on-one appointments, grow relationships through proactive outreach, and refer clients to wealth management partners when appropriate.

Provide face-to-face financial planning and mentorship to clients, leverage Fidelity's platform and existing client base to grow assets, recommend investment strategies, maintain regulatory compliance, and deliver high-quality client service.

Lead engineering strategy and execution for Integrated Experience Platform while mentoring teams, managing talent, and ensuring high standards of software quality and modern engineering practices.

Provide face-to-face financial advice and planning in a Fidelity Investor Center, build and deepen client relationships, recommend investment solutions, grow client assets, maintain required FINRA licenses and state registrations, and deliver exceptional customer service while participating in ongoing training.