Advisor Experience Account Manager

Fidelity Investments • Westlake, TX

1d • Hybrid

About The Position

The Advisor Experience Accounts Manager is an entry-level role in relationship management, responsible for providing an outstanding experience to clients, including ultra-high net worth donors, advisory firms, and corporations, who seek assistance with their charitable giving. This involves consulting on program offerings, facilitating philanthropic conversations to understand client goals, and providing solutions for sophisticated transactions and client issues. The role focuses on optimizing the client experience in Operations and Service to drive satisfaction, quality, and efficiency, fostering long-lasting relationships. The Account Management team is dedicated to ensuring high-quality philanthropic experiences, serving ultra-high net worth Donors and Strategic Advisor Firms. As a junior member, this role is crucial in delivering outstanding service and solutions. The team collaborates closely with various parts of the Fidelity Enterprise, including Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS), and Fidelity Family Office Services (FFOS). Account Managers serve as single points of contact for Strategic Advisory Firms, managing relationships that represent billions of dollars in managed DAF (Donor-Advised Fund) Assets, with interactions significantly impacting lasting client relationships.

Requirements

• Bachelor’s degree is required
• 3+ years of experience is required
• Experience with Project Management principles to drive transformation and execution
• Overseeing advisory firm relationships which include communications, annual trainings and onboarding support, and learning resource management
• Ability to manage multiple priorities and address potential impediments that impact delivery commitments
• Escalation remediation and prevention by deploying strategic, forward thinking consultation
• Ability to influence partners to accomplish key priorities
• Outstanding mentoring and leadership skills, and ability to empower new associates to grow and develop
• Ability to effectively coach others, both internal and external partners
• Relationship expertise, leading with empathy while executing on key initiatives and change management
• Knowledgeable of other team’s processes to minimize NIGO requests
• Relationship Management of UHNW firms
• Experience driving improvements in streamlining organizational processes with clients
• Ability to take initiative in an organized manner
• Strong written and verbal communication skills
• Ability to influence outcomes and pivot as new initiatives and priorities emerge
• Weighs the costs, benefits, risks, and changes for success before recommending a course of action
• Understanding of various Legal, Risk, and Compliance topics to ensure positive client experience

Responsibilities

• Provide an outstanding experience to clients who seek assistance with their charitable giving
• Consult on a broad range of program offerings and service topics
• Facilitate philanthropic conversations to understand an account holder’s goals
• Facilitate solutions for very sophisticated transactions and client issues
• Optimize the client experience as it relates to Operations and Service to drive satisfaction, high quality, and efficiency to build long lasting relationships
• Oversee advisory firm relationships which include communications, annual trainings and onboarding support, and learning resource management
• Manage relationships representing billions of dollars in managed DAF (Donor-Advised Fund) Assets

Benefits

• Passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!
• Privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates
• Proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences
• Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees