Senior Managed Accounts Advisor | Client Strategy & Retention

Fidelity; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity is seeking an Investment Management Consultant II to act as a product authority on Fidelity Managed Accounts, focusing on client experience, retention, and sales in coordination with Financial Consultants and Wealth Planners. You will handle complex client needs and Annual Strategic Reviews.

The role requires FINRA Series 7 & 66, state registrations, and a 7+ year track record in relationship management, with a CFP preferred.

Qualifications

• FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire.
• Hold appropriate state registrations.
• CFP designation preferred.
• 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.
• Broad-based knowledge of financial planning, investments and market drivers.
• Solid understanding of asset allocation, tax planning and estate planning for client needs.

Responsibilities

• Act as product authority on Fidelity Managed Accounts and managed account process.
• Focus on customer experience, retention and sales in coordination with Financial Consultants or Wealth Planners.
• Lead Annual Strategic Reviews and risk mitigation efforts for clients.
• Present recommendations during joint calls with Financial Consultants and clients, supporting retention and additional sales opportunities.
• Establish client expectations on performance, fees, portfolio construction, rebalancing and reallocations.

Skills

FINRA Series 7 & 66 licenses

State registrations

CFP designation

7+ years relationship management

Bachelor's degree or equivalent

Managed accounts knowledge

Financial planning & investments

Asset allocation & tax planning

Strong sales & client management

Excellent communication & judgment

Ability to manage large book & $AUM

Education

Bachelor's degree or equivalent experience

CFP designation preferred

Job description

Fidelity is seeking an Investment Management Consultant II to act as a product authority on Fidelity Managed Accounts, focusing on client experience, retention, and sales in coordination with Financial Consultants and Wealth Planners. You will handle complex client needs and Annual Strategic Reviews.

The role requires FINRA Series 7 & 66, state registrations, and a 7+ year track record in relationship management, with a CFP preferred.