Regional Director Private Wealth Management Central East
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.
Maintainer signals as of 9/25/2026
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 lead Wealth Management Planning Consultants and Senior Relationship Managers, overseeing hiring, coaching, and development. You will manage high-net-worth client relationships, shape service strategy, resolve complex issues with internal partners, and uphold operational, risk, and compliance standards. This role requires up to 50% travel.
Requirements
- Bachelor’s degree
- Series 7, Series 66, and Series 9/10 licenses
- 10+ years of relevant financial services experience
- Understanding of financial markets, industry trends, and high-net-worth client needs
- Understanding of high-net-worth products and services
- Presentation skills
- Analytical skills
- Time management skills
Responsibilities
- Lead a team of Wealth Management Planning Consultants and Senior Relationship Managers
- Oversee hiring, coaching, and development
- Manage relationships with high-net-worth clients
- Drive relationship management, service excellence, and business results
- Shape service strategy and business objectives
- Partner with internal stakeholders to resolve complex client issues
- Ensure operational, risk, and compliance standards are met
- Travel up to 50%
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources