Director -Associate Relationship Manager, Core Wealth

Director – Associate Relationship Manager, Core Wealth

Join Fidelity Investments as Director – Associate Relationship Manager (ARM) in the Core Wealth channel, partnering with Relationship Managers to provide coverage to home office personnel at leading financial institutions.

Fidelity Institutional’s Intermediary Investment Client Group (IICG) is seeking a Director, ARM to partner with Relationship Managers to strengthen client relationships, expand investment product placement and distribution opportunities. The role focuses on fostering high levels of client satisfaction by representing Fidelity Asset Management solutions to strategic and opportunistic clients, aligning with the client’s advisor‑led service model in private wealth.

• Present and position Fidelity asset manager solutions to research and product personnel at selected BDs, banks and RIAs.
• Develop actionable account plans that broaden product offering and defend existing assets.
• Collaborate with National Account Team (KAMs & Investment RMs) to implement coverage strategies.
• Work with sales and marketing to align and communicate account plans supporting advisor enablement.
• Coordinate with FI Distribution leadership on budgeting for client portfolios.
• Implement Fidelity’s investment products onto client platforms.
• Coordinate due diligence questionnaires, RFIs, and custom reporting with Key Account Managers.
• Facilitate client interactions with Fidelity Asset Management & Investment Specialists.
• Arrange FI participation in firm conferences and due diligence events.
• Serve as lead contact for day‑to‑day support of key home office clients.
• Maintain internal resources (Salesforce, playbooks, account plans) to improve engagement.

• Bachelor’s Degree.
• Series 7 and 63 licensure.
• Investment certifications (e.g., CFA, CIMA).
• Passion for the financial or investment management industry.
• 5+ years in the financial or investment management sector.
• Excellent interpersonal, communication, and presentation skills.
• Strong investment acumen.
• Positive team attitude and strong work ethic.
• Self‑motivated and committed to continuous improvement.
• Ability to thrive in a fast‑paced, collaborative environment.
• Highly resourceful, organized, independent prioritization.
• Quick learner, adaptable to new situations.

Fidelity Institutional is Fidelity Investments’ business that offers financial professionals and institutions access to solutions to service clients and grow their businesses. The Financial Institutions Group promotes distribution of Fidelity Investments solutions to leading financial service providers across multiple channels.

Series 07 – FINRA, Series 52 – FINRA, Series 63 – FINRA.

Relationship Management.

Mid‑Senior level, full‑time, business development & sales focused. Hybrid – associates work onsite every other week.

Fidelity’s business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, state laws, and regulations of self‑regulatory organizations such as FINRA. Eligibility may be restricted for individuals with certain criminal histories.