Investment Management Consultant II
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will act as a product authority on managed accounts and the managed account process, focusing on customer experience, retention and sales. Working with each client's Financial Consultant or Wealth Planner, you will handle the most complex managed account sales and client management needs, including Annual Strategic Reviews and risk mitigation. You will manage a book of about 850 clients and roughly $500MM in PAS AUM.
Requirements
- FINRA Series 7 & 66 licenses or ability to acquire Series 66 upon hire
- 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
- Knowledge of financial planning, investments, global economics, asset allocation, tax and estate planning
- Consultative sales and book management skills
- Excellent time management, organizational and phone communication skills
Responsibilities
- Act as product authority on managed accounts and the managed account process
- Participate in joint calls with Financial Consultants and clients during Annual Strategic Reviews
- Present recommendations and support retention and at-risk client discussions
- Identify additional sales opportunities
- Conduct pre- and post-sales conversations on performance, fees, portfolio construction, rebalancing and reallocation
- Manage a book of 850 clients and about $500MM in PAS AUM
- Ensure risk mitigation and compliance oversight