Director, Intermediary Key Account Manager

Soteria Reinsurance Ltd.; Smithfield (RI); On-site; USD 115,000 - 145,000; Full time

Job summary

Fidelity Investments is seeking a Director, Intermediary Key Account Manager to lead strategic client coverage for home office teams in Core Wealth. You will partner with Relationship Managers to implement firm strategies, coordinate DDQs/RFIs, and ensure premier service, leveraging Fidelity products on client platforms and contributing to conferences and events.

You will work onsite in Smithfield, RI, interacting with FI groups and client institutions, while maintaining strong relationships and

Qualifications

• Bachelor’s degree required; Series 7 and 63 licenses preferred or required.
• Minimum 5 years in financial services or investment management field.
• Experience partnering with Relationship Managers and coordinating cross-functional teams.

Responsibilities

• Partner with Relationship Managers to develop and implement firm coverage strategies.
• Collaborate with sales & marketing to align firm strategies and client needs.
• Coordinate due diligence, RFIs, and reporting for home office clients.
• Serve as the primary day-to-day contact for key home office clients and ensure exceptional service.
• Leverage Fidelity’s investment products on client platforms and participate in events.

Skills

Interpersonal communication

Strong work ethic

Self-motivated

Fast learner

Active listening

Presentation skills

Investment acumen

Education

Bachelor’s degree

Series 7 & 63

Tools

Salesforce

Firm Resource Center

FI Weekly Bulletin

Playbooks

Account planning tools

Job description

## Director, Intermediary Key Account ManagerApplylocations: Smithfield, RI: Westlake, TXtime type: Full timeposted on: Posted Todayjob requisition id: 2131068## ## Job Description:**NOTE: Fidelity will not provide immigration sponsorship for this role.****The Role**Fidelity Institutional (FI)’s Intermediary Investment Client Group (IICG) is seeking a Director, Key Account Manager (KAM) to join the Financial Institutions Group (FIG) to partner with Relationship Managers to provide coverage to home office personnel at leading financial institutions within its Core Wealth channel to strengthen client relationships, expand investment product placement, and distribution opportunities.The Director, Key Account Manager role is a critical position, focused on fostering high levels of client satisfaction by effectively addressing client needs and collaborating with teams across FI and Fidelity to implement various client-focused initiatives successfully.Core responsibilities of a KAM include:· Work effectively with Relationship Managers to develop and implement thorough firm coverage strategies· Collaborate with sales and marketing teams to align and communicate firm strategies effectively· Implement Fidelity’s investment products onto client investment platforms seamlessly· Coordinate and deliver firm due diligence questionnaires, RFIs, and custom reporting requirements· Facilitate client interactions with Fidelity Asset Management and Investment Specialists· Arrange FI’s participation in firm conferences and help coordinate FI hosted due diligence events· Act as the central day-to-day contact for key home office clients, providing impeccable service· Maintain and manage internal resources to improve firm knowledge and engagement, including Salesforce, Firm Resource Center, FI Weekly Bulletin, playbooks, and account plans**The Expertise and Skills You Bring** · Bachelor’s Degree· Series 7 and 63· Passion for the financial or investment management industry· 5 years of experience working in the Financial or Investment Management industry**Skills** Required· Excellent interpersonal and communication skills· Positive attitude and strong work ethic· Self-motivated with a dedication to continuous self-improvement· Ability to thrive in a fast-paced and collaborative environment· Highly resourceful, organized, and capable of working independently while prioritizing· Quick learner with ability to adapt to new situations· Effective listening, communication, and presentation skills· Developing Investment acumen**The Team**Fidelity Institutional (FI) is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels.Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:## ## Category:## Relationship ManagementPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.