Director, Intermediary Key Account Manager

Core Responsibilities

• 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
• Cook up 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

Expertise and Skills

• 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
• 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