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Director -Associate Relationship Manager, Core Wealth at Fidelity - ApplyBlast

Director -Associate Relationship Manager, Core Wealth

Fidelity

10 months ago

4.4 on Glassdoor

Smithfield, RI

Hybrid

Full Time

Director

0 applicants

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About this role

The Director, Associate Relationship Manager at Fidelity Institutional’s Financial Institutions Group partners with Relationship Managers to support home office personnel at major financial institutions within the Core Wealth channel. The role represents Fidelity Asset Management solutions to strategic clients and works across Fidelity teams to implement client-centric solutions that deepen Fidelity’s presence and enhance the customer experience. The ARM focuses on expanding product placement and distribution while aligning with clients’ advisor-led service models.

Skills

Qualifications

Bachelor's DegreeSeries 7 - FINRASeries 52 - FINRASeries 63 - FINRACFA

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.