Director, Intermediary Key Account Manager

Fidelity • Smithfield, RI

2d • Onsite

About The Position

Fidelity Institutional (FI)’s Intermediary Investment Client Group (IICG) is seeking a Director, Key Account Manager (KAM) to join the Financial Institutions Group (FIG) to partner with Relationship Managers to provide coverage to home office personnel at leading financial institutions within its Core Wealth channel to strengthen client relationships, expand investment product placement, and distribution opportunities. The Director, Key Account Manager role is a critical position, focused on fostering high levels of client satisfaction by effectively addressing client needs and collaborating with teams across FI and Fidelity to implement various client-focused initiatives successfully.

Requirements

• Bachelor’s Degree
• Series 7 and 63
• Passion for the financial or investment management industry
• 5 years of experience working in the Financial or Investment Management industry
• Excellent interpersonal and communication skills
• Positive attitude and strong work ethic
• Self-motivated with a dedication to continuous self-improvement
• Ability to thrive in a fast-paced and collaborative environment
• Highly resourceful, organized, and capable of working independently while prioritizing
• Quick learner with ability to adapt to new situations
• Effective listening, communication, and presentation skills
• Developing Investment acumen

Responsibilities

• Work effectively with Relationship Managers to develop and implement thorough firm coverage strategies
• Collaborate with sales and marketing teams to align and communicate firm strategies effectively
• Implement Fidelity’s investment products onto client investment platforms seamlessly
• Coordinate and deliver firm due diligence questionnaires, RFIs, and custom reporting requirements
• Facilitate client interactions with Fidelity Asset Management and Investment Specialists
• Arrange FI’s participation in firm conferences and help coordinate FI hosted due diligence events
• Act as the central day-to-day contact for key home office clients, providing impeccable service
• Maintain and manage internal resources to improve firm knowledge and engagement, including Salesforce, Firm Resource Center, FI Weekly Bulletin, playbooks, and account plans

What This Job Offers

• Job Type: Full-time
• Career Level: Director