Investment Management Consultant II - Denver, CO

Fidelity • Greenwood Village, CO

4d • Onsite

About The Position

The Investment Management Consultant II acts as a product authority on managed accounts and the associated managed account process, focusing on customer experience, retention, and sales within Fidelity Managed Accounts. This direct customer contact role addresses complex managed account sales and client management needs, including Annual Strategic Reviews, risk mitigation, and serving as the voice of Portfolio Advisory Services to the customer. The role requires deep knowledge and integrity to build client trust.

Requirements

• FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire.
• Hold appropriate state registrations.
• Minimum 7 years of financial relationship management experience.
• Bachelor’s degree or equivalent experience.
• Deep understanding of managed account industry and Fidelity’s managed offerings.
• Broad-based knowledge and understanding of financial planning, investments, global economics, and the determinants of market movements.
• Deep understanding of asset allocation, tax planning, and estate planning to service each client's distinct investment needs.
• Demonstrated success in strong needs-based consultative sales skills and client/book management skills.
• Excellent time management, organizational, and phone communication skills, coupled with strong decision-making abilities and sound judgment.
• Ability to leverage expertise in the managed money industry and Fidelity's product line, including existing and emerging offerings, to deliver solutions aligned with client needs.
• Able to handle a book of 850 clients and approximately $500MM in Portfolio Advisory Services (PAS) AUM.

Nice To Haves

• Professional designation (CFP) preferred.

Responsibilities

• Act as a product authority on managed accounts and the associated managed account process.
• Focus on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client’s Financial Consultant or Wealth Planner.
• Address complex managed account sales and client management needs.
• Conduct Annual Strategic Reviews.
• Perform risk mitigation.
• Act as Portfolio Advisory Services’ voice to the customer.
• Participate in joint phone calls with Financial Consultants and clients during Annual Strategic Reviews, presenting recommendations, supporting retention and at-risk client discussions, and identifying additional sales opportunities.
• Conduct pre- and post-sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies.
• Utilize internal support resources.
• Perform effective profiling, funding, investing procedures, risk mitigation and compliance oversight.
• Engage clients in response to their needs while leveraging strong practice management skills.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree