Director, Intermediary Key Account Manager

Director, Key Account Manager

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.