VP/Senior Account Management

3 weeks ago

Boston MA, United States Fidelity TalentSource LLC Full time

as well as internal clients (investment management, distribution, product management and senior management constituents, etc.)
~ Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.
~ 10+ years of financial services experience
~ You possess strong business/technical knowledge of products offered in the wealth management and asset management space
~ Experience with tax managed equities or separately managed accounts

We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.

Fidelity 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.
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. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. 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.

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