Job Description:

Are you interested in being part of Fidelity Asset Management and working with Fidelity’s distribution channels to grow the institutional business?  Can you represent Fidelity’s investment management capabilities and the broad functions of an investment account to institutional investors and their related providers?  Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients?  If so, we are excited to speak with you about an account executive role in Fidelity’s Asset Management Solutions (FAMS) organization. 

FAMS is the institutional distribution arm of Fidelity’s Asset Management business with responsibility for managing the investment relationships with Fortune 500 and large public sector clients.  We are looking for a client service professional that can serve as the primary point-of-contact for our numerous distribution channels and their client base.  The key functions of the role are to facilitate the servicing requirements of complex investment accounts by leveraging internal partners within the organization to deliver a robust experience for our clients.  These key areas of focus will require investment and financial acumen, the ability to organize and prioritize competing priorities, all while working across a demanding…but collaborative culture.

The FAMS organization includes institutional asset management, sales, relationship management, client servicing, and institutional portfolio management teams.  The successful candidate will be an integral part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, and dedicated client service professionals – all designed to help our clients thrive. 

The Expertise You Have

Bachelor’s degree required w/ master’s degree preferred

5+ years experience in the financial services industry, w/ client facing ex

Passion for investments working with institutional clients

Ability to engage with all levels of a client organization from executives through staff and across Investment, Treasury, and Benefits functions

Strategic thinking and creative problem-solving to promote client retention

Experience navigating within a large organization to deliver effective solutions

Series 7 and 63 registrations (currently hold or have ability to gain in first 90 days of employment)

The Skills You Bring

Proven ability to build and manage relationships with complex and demanding clients and internal partners

Ability to work effectively across a collaborative and inclusive culture

Financial acumen and capacity to gain insight from data analysis

Talent for effectively communicating complex information – both verbally and in writing

Experience and self-motivation to work in a hybrid and/or remote environment

 The Value You Deliver

Deliver industry leading client service rooted in value-added, proactive, and timely communication

Seek out and leverage the capabilities and resources of Fidelity to create value for our clients

Share industry trends, best practices, and insight from peer organizations to help clients navigate complex investment changes

Own critical operational issues and escalations that impact the client through to resolution

Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.