FMAX Key Account Manager
About The Position
The Wealth Advisory Key Account Manager is responsible for working with Sales and Relationship Management to grow and evolve advisory business for Broker/Dealers, Banks, and RIAs. In this role you will provide dedicated managed account platform expertise to our intermediary clients and will be responsible for driving advisory platform adoption across our customer base. Key activities include: Operational support & coordination: maintain account plans, facilitate contract agreement execution, coordinate Quarterly Business Reviews (QBRs) with top tier clients, participate in RFPs/RFIs, conduct data analysis to inform sales pricing proposals and transition plans, coordinate new client onboarding with internal stakeholders Executional enablement: support VPs by preparing materials, tracking progress, and ensuring smooth execution of deployment and engagement plans Client experience support: assist in resolving client inquiries and ensuring consistent communication and follow-up
Requirements
- Bachelor's degree required; MBA preferred
- Financial intermediary channel experience preferred (Banks, Broker/Dealers, RIAs)
- Passionate about wealth management, advisory platforms, and investment solutions offered by Fidelity and across industry
- You deliver value to our customers seeking consultation on industry leading advisory platform/product capabilities from Fidelity
- Familiarity with clearing and custody services
- Minimum five years experience working with institutional wealth management clients
- Series 7, 63, 65/66 required
- Willing to travel 25-40%
- Note: Fidelity will not provide immigration sponsorship for this position.
Responsibilities
- maintain account plans
- facilitate contract agreement execution
- coordinate Quarterly Business Reviews (QBRs) with top tier clients
- participate in RFPs/RFIs
- conduct data analysis to inform sales pricing proposals and transition plans
- coordinate new client onboarding with internal stakeholders
- support VPs by preparing materials
- tracking progress
- ensuring smooth execution of deployment and engagement plans
- assist in resolving client inquiries
- ensuring consistent communication and follow-up
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
