Senior Managed Accounts Consultant

Fidelity Investments is seeking an Investment Management Consultant II to act as a product authority on managed accounts and the related processes. You will focus on customer experience, retention, and sales for Fidelity Managed Accounts, coordinating with Financial Consultants or Wealth Planners to address complex client needs.
The role involves Annual Strategic Reviews, risk mitigation, and serving as the voice for Portfolio Advisory Services to clients.

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