Director, Key Account Manager

Fidelity Investments • Smithfield, RI

21h • Hybrid

About The Position

The Role 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. Core responsibilities of a KAM include: 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 & 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 25% travel The Team Fidelity Institutional (FI) is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels. Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected]. 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. This does not apply to roles listed as Remote or Onsite. 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. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

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 & 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: Mid Level