Current jobs related to National Director, Wealth Management - Boston - Fidelity Investments

  • Global Private Wealth Director

    4 weeks ago

    Boston, Massachusetts, United States Deerpath Capital Management Full time

    Job Title: Director, Global Private WealthDeerpath Capital Management is seeking an experienced professional to lead our global private wealth efforts. As a key member of our investor relations team, you will be responsible for developing and maintaining relationships with institutional investors, including community banks, regional banks, and global...

  • Wealth Planning Associate

    2 weeks ago

    Boston, United States SDL Search Partners Full time

    About the job Wealth Planning Associate Wealth Planning Associate (Remote Options) National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth...

  • Wealth Management Professional

    4 weeks ago

    Boston, Massachusetts, United States Berkshire Bank Full time

    Job Summary:We are seeking a highly skilled Wealth Management Professional to join our team at Berkshire Bank. As a key member of our Wealth Management team, you will be responsible for implementing and delivering a full range of services to clients, including financial planning and fiduciary services. Key Responsibilities: Maintain existing client...

  • Wealth Manager

    1 month ago

    Boston, United States Goodwin Recruiting Full time

    Job DescriptionJob DescriptionTo Apply for this Job Click HereOur client, a leader that's pivotal in shaping the future of wealth management through Fintech, is seeking a Wealth Manager with a transferable book of business for their growing team. In this dynamic role, you'll actively manage high net worth client relationships and portfolios while...

  • Director, Wealth Solutions Strategy

    2 weeks ago

    Boston, United States Fidelity Investments Full time

    Job Description: The Role The Wealth Solutions Strategy and Insights team is seeking a dynamic, customer-focused leader with a deep understanding of the industry to drive business and product strategy, evaluate and launch innovative solutions, and spearhead cross-functional initiatives to accelerate our growth and scalability! This role presents an...

  • Wealth Management Advisor

    3 weeks ago

    Boston, Massachusetts, United States Citizens Full time

    Citizens Private Bank is seeking a highly skilled Wealth Management Advisor to join its team. As a key member of the bank's wealth management division, this individual will be responsible for delivering comprehensive financial solutions to ultra-high net worth (UHNW) clients.The ideal candidate will have a strong background in wealth management, with a focus...

  • Wealth Management Specialist

    3 weeks ago

    Boston, Massachusetts, United States The Colony Group Full time

    Job SummaryThe Colony Group is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing high-touch comprehensive wealth management services to high net worth and ultra-high net worth clients.Key ResponsibilitiesWork closely with senior partners to lead relationships with high net worth...

  • Director, Fidelity Wealth Communications

    1 month ago

    Boston, United States Fidelity TalentSource LLC Full time

    Job Description:Director of Communications, Fidelity WealthStrong Preference for Boston\u00A0or\u00A0New England\u00A0Location The Purpose of This RoleThe Director of Communications for Fidelity Wealth will work directly with the Head of Fidelity Wealth Communications to set communications strategies and messaging, as well as lead, design, and execute...

  • Wealth Management Specialist

    4 weeks ago

    Boston, Massachusetts, United States The Colony Group Full time

    Unlock Your Potential as a Wealth AdvisorAt The Colony Group, we're on a mission to empower individuals to achieve their financial goals. As a Wealth Advisor, you'll play a vital role in helping our clients navigate the complexities of wealth management.Key Responsibilities:Collaborate with senior partners to deliver exceptional client service and build...

  • Wealth Management Specialist

    3 weeks ago

    Boston, Massachusetts, United States Citizens Financial Group, Inc. Full time

    Citizens Private Bank is accelerating its growth strategy in Wealth Management, Business Banking, and key markets.We seek experienced professionals with a proven track record of delivering exceptional client experiences, resulting in long-term loyalty.Citizens Private Wealth manages over $20 billion in assets, offering a wide range of services, expertise,...

  • Wealth Management Advisor

    3 weeks ago

    Boston, Massachusetts, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Truist Inc. As a Wealth Management Advisor, you will be responsible for developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions.Key ResponsibilitiesMeet revenue...

  • Private Wealth Manager

    4 weeks ago

    Boston, Massachusetts, United States Citizens Full time

    Job SummaryCitizens Private Bank is seeking a highly skilled Private Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional client service and building long-term relationships with high net worth individuals and families.Key ResponsibilitiesManage a portfolio of high net worth...

  • Senior Wealth Management Strategist

    4 weeks ago

    Boston, Massachusetts, United States Fidelity Investments Full time

    Job Description:The RoleWe are seeking a seasoned leader to drive the development and commercialization of Fidelity's Wealth Management offerings. If you have a passion for shaping and growing our business, we want to speak with you.The VP, Core Wealth Offerings role leads the definition and development of our offerings and enables commercialization...

  • Wealth Management Professional

    3 weeks ago

    Boston, Massachusetts, United States Fiduciary Trust Company Full time

    About the RoleFiduciary Trust Company is seeking a highly skilled Wealth Management Officer to join our team. As a key member of our wealth management team, you will be responsible for managing client relationships, providing investment and financial advice, and delivering exceptional client service.ResponsibilitiesDevelop and maintain strong relationships...

  • Marketing Strategist, US Wealth

    3 months ago

    Boston, United States Wellington Management Company, LLP Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Private Wealth Manager

    4 weeks ago

    Boston, Massachusetts, United States Citizens Full time

    Job SummaryCitizens Private Bank is accelerating its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets.We are seeking a talented individual with a demonstrated track record of delivering exceptional client experiences, resulting in long-term client loyalty.Citizens Private Wealth manages and...

  • Portfolio Management Director

    4 weeks ago

    Boston, Massachusetts, United States Fidelity Investments Full time

    Job Title: Director, Portfolio ManagementAbout the Role:The Director, Portfolio Management will play a critical role in supporting the Fidelity Wealth Business unit home office investment portfolio. This position requires a strategic thinker with analytical, problem-solving, and interpersonal skills to coordinate across the Fidelity Wealth Business Unit...

  • Portfolio Management Director

    2 months ago

    Boston, Massachusetts, United States Fidelity Investments Full time

    Job Title: Director, Portfolio ManagementJob Summary:The Director, Portfolio Management will play a critical role in supporting the Fidelity Wealth Business unit home office investment portfolio. This position requires a strategic, analytical, and problem-solving mindset to coordinate across the Fidelity Wealth Business Unit domains and portfolio of work.Key...

  • Wealth Management Professional

    2 weeks ago

    Boston, Massachusetts, United States Equitable Full time

    Wealth Management RoleAs a Wealth Management Associate at Equitable Advisors, you will have the opportunity to work with a respected wealth management firm that is driven by its mission to help clients secure their financial well-being. Our team is passionate about making a positive impact on the futures of individuals and businesses by providing financial...

  • Director - National Assurance Technical Group

    6 days ago

    Boston, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

National Director, Wealth Management

2 months ago

Boston, United States Fidelity Investments Full time

Job Description: National Director, Wealth Management

The National Director, Wealth Management role is a senior level leadership position within Fidelity’s Private Wealth Management group, which manages the largest planning and investment management clients for the firm. As the IMC Director, Wealth Management you will have a national presence, responsible for a team of Investment Management Consultants with deep investment expertise. You will hire, train, develop and lead the team, holding them accountable for meeting relationship and service level goals. You will be responsible for over $60B in AUM, including both acquisition and retention of Fidelity’s most complex clients and achieving business level KPIs.

The Expertise We’re Looking For

Bachelor’s degree and advanced degree preferred

CFP, CFA and/or equivalent recommended

Minimum 15+ years of relevant financial services experience required. Relevant HNW client experience in dealing with complex wealth management issues

5 or more years of management within a financial services environment preferred

Series 7 (General Securities) and Series 9/10 (General Supervisory Principal) and Series 66 (Investment Adviser) licenses required

The Purpose of Your Role

As the National Director, Wealth Management, you will work extensively with our PI partners to build out the next generation of our UMH strategy and with our PWM RVPs to build out the investment expertise of the broader PWM organization. You will interface with all levels of the organization as a subject matter expert on all aspects of the investment management process—from portfolio construction, transition analysis, repositioning, and ongoing management with a fiduciary lens on both the approach and the execution. Additionally, you will work with the Head of Strategic Clients and IMCs to execute on the long-term strategy, offering and engagement of the firm’s most complex and important clients.

The Skills You Bring

Expert understanding of investment management and trust capabilities end to end

Strong presentation skills with the ability to interface at any level within the company

Strong analytic capabilities

Full understanding of all firm capabilities within PWIS

Ability to navigate through a complex, multi-level business environment to deliver results

Ability to manage multiple conflicting priorities

Strong interpersonal skills and team player

Comfortable operating independently while effectively collaborating with business partners to achieve goals

Excellent time management skills

The Value You Deliver

Setting Direction: The Vice National Director should understand the industry, the financial markets, competitive influences, approach to PWM clients and the overall sales process to ensure the right support to clients, and drive the appropriate KPI’s for the broader business.

Client Escalations: Work with the IMCs, internal partners, and clients as necessary on complex client escalations.

Fidelity Navigation: Of behalf of the client, work with business partners to develop solutions and execute on those, to ensure client needs are met.

Practice Management: Partnering together, the National Director and the IMCs will develop this proactive element to the overall investment strategy, bringing the overall high-touch investment capabilities to life.

Hiring, Training Coaching, Supervising and Developing: The job is to put the right team in place and give the IMCs the tools and resources they need to excel in their roles.

How Your Work Impacts the Organization

Private Wealth Management is committed to helping individuals and their families build, preserve, and transfer wealth. Our clients benefit from a dedicated team with a deep understanding of their total financial picture, including access to specialists for portfolio management and financial planning, from a trusted, privately held company with a history of innovation and performance.

Certifications: Company Overview

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.

Fidelity Investments is an equal opportunity employer. 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.

#J-18808-Ljbffr