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Director, Core Relationship Manager

Company: Fidelity Investments
Location: Boston
Posted on: November 26, 2022

Job Description:

Job Description:The Role

  • Have you ever wanted to work at the intersection of asset management and wealth management? You will serve as the primary relationship manager for 20 of Fidelity's 3rd party asset manager relationships.
  • You will learn how to nurture a book of business and successfully find opportunities to make valuable contributions to the relationship in addition to monitoring asset manager economics.
  • You will see your impact on the business and have rewarding interactions with asset manager clients every day.The Expertise and Skills You Bring
    • Undergraduate degree. Advanced degree and/or CFA, CAIA, CIMA preferred
    • Experience working at a broker-dealer, custody, or other platform in a role managing relationships with asset managers
    • Deep asset management and investment product knowledge
    • Ability to influence others in a highly matrixed ecosystem
    • Ability to negotiate highly complex arrangements
    • Strong organizational and communication strategies
    • Effective communication and ability to influence internal and external partners
    • Ability to take initiative
    • PowerPoint, Excel, Salesforce
    • FINRA Series 7 & 63 licensed
    • Strong social skills and the ability to deliver highly personalized service to each client
    • Ability to find success in a dynamic, deadline driven, and detailed environment
    • Ability to think creatively and be comfortable making decisions with the support of your team
    • Some travel requiredThe TeamThe FundsNetwork (FNW) Asset Manager Services & Business Development team manages relationships with over 700 asset managers whose investment products are distributed through various Fidelity channels including Fidelity Institutional (FI), Personal Investing (PI), and Workplace Investing (WI).Certifications:Company OverviewFidelity 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 UsAt 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 -, 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.At Fidelity, 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 "."We invite you to -Find Your Fidelity -at -.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 Accommodation Team by sending an email to -, or by calling 800-835-5099, prompt 2, option 3. We welcome those with experience in jobs such as Billing and Posting Clerk, Accounting Assistant, and Field Client Relationship Manager and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Boston , Director, Core Relationship Manager, Executive , Boston, Massachusetts

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