Regional Director, Private Wealth Management - Central East
About The Position
As a Regional Director, Wealth Management, responsible for leading a team of 15–18 Wealth Management Planning Consultants and Wealth Management Senior Relationship Managers. This role oversees hiring, coaching, and development while driving relationship management, service excellence, and business results. In partnership with the Wealth Management Advisor, manages relationships with up to 150 high-net-worth clients, providing proactive, high-touch support for clients with varying levels of financial complexity. Success in this role requires a strong understanding of financial markets, industry trends, and the needs of high-net-worth clients to help shape service strategy, drive key business objectives, and enhance the client experience. The role partners across Strategic Advisers Inc., Trust, Operations, Fidelity Institutional, and Legal, Risk, and Compliance to resolve complex client issues, deliver coordinated solutions, and ensure operational, risk, and compliance standards are met. Up to 50% travel is required. Fidelity will not provide immigration sponsorship for this position.
Requirements
- Bachelor’s degree
- Series 7, 66 and Series 9/10 licenses required
- 10+ years of relevant financial services experience required.
- Relevant experience with affluent clients in dealing with complex wealth management issues.
- Solid understanding of high-net-worth products and services
- Strong presentation skills with the ability to interface at any level within and outside the firm
- Strong analytic capabilities
- Full understanding of all firm capabilities within Private Wealth
- Ability to navigate through a complex, multi-level business environment to deliver results
- Ability to handle multiple conflicting priorities
- Strong interpersonal skills and great teammate
- Excellent time management skills
- Ability to work independently while building effective partnerships across the organization to achieve business objectives
Nice To Haves
- Advanced degree preferred
- CFP, CFA or equivalent preferred
- 3+ years of management experience within the financial services industry is preferred
Responsibilities
- Leading a team of 15–18 Wealth Management Planning Consultants and Wealth Management Senior Relationship Managers.
- Overseeing hiring, coaching, and development.
- Driving relationship management, service excellence, and business results.
- Managing relationships with up to 150 high-net-worth clients in partnership with the Wealth Management Advisor.
- Providing proactive, high-touch support for clients with varying levels of financial complexity.
- Shaping service strategy, driving key business objectives, and enhancing the client experience.
- Partnering across Strategic Advisers Inc., Trust, Operations, Fidelity Institutional, and Legal, Risk, and Compliance to resolve complex client issues, deliver coordinated solutions, and ensure operational, risk, and compliance standards are met.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
