FMAX Key Account Manager

Fidelity(1 month ago)

HybridFull TimeSenior$100,000 - $160,000Relationship Management

About this role

A Wealth Advisory Key Account Manager at Fidelity focuses on expanding advisory business within intermediary channels (broker/dealers, banks, and RIAs) by providing managed-account platform expertise and promoting Fidelity’s advisory solutions. The role acts as a strategic client-facing advisor who aligns institutional client needs with Fidelity’s wealth advisory vision and roadmap.

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Required Skills

Account Management
Contract Execution
Business Reviews
RFPs
Data Analysis
Client Onboarding
Client Support
Wealth Management
Advisory Platforms
Clearing Custody

+3 more

Qualifications

Bachelor's Degree
MBA Preferred
Series 7
Series 63
Series 65
Series 66

About Fidelity

fidelity.com

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.

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