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

  • Global Private Wealth Director

    3 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

    1 week 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

    3 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

    1 week 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

    2 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...

  • Vice President, Head of Asset and Wealth Management Relationships

    1 month ago

    Boston, United States Nicsa Full time

    REPORTS TO: President and CEO, NicsaLOCATION AND EMPLOYMENT STATUS: Virtual/Remote and Part-TimeCONTACT: Serious candidates should email their resume directly to recruiting@nicsa.org. About Us:Nicsa is a not-for-profit trade association connecting all facets of the global asset and wealth management industry to advance leading practices. Nicsa member firms...

  • Vice President, Head of Asset and Wealth Management Relationships

    4 weeks ago

    Boston, United States Nicsa Full time

    REPORTS TO: President and CEO, NicsaLOCATION AND EMPLOYMENT STATUS: Virtual/Remote and Part-TimeCONTACT: Serious candidates should email their resume directly to recruiting@nicsa.org. About Us:Nicsa is a not-for-profit trade association connecting all facets of the global asset and wealth management industry to advance leading practices. Nicsa member firms...

  • Vice President, Head of Asset and Wealth Management Relationships

    1 month ago

    Boston, United States Nicsa Full time

    REPORTS TO: President and CEO, NicsaLOCATION AND EMPLOYMENT STATUS: Virtual/Remote and Part-TimeCONTACT: Serious candidates should email their resume directly to recruiting@nicsa.org. About Us:Nicsa is a not-for-profit trade association connecting all facets of the global asset and wealth management industry to advance leading practices. Nicsa member firms...

  • 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

    4 weeks 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

    3 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

    2 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

    3 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

    3 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

    1 month ago

    Boston, Massachusetts, United States Charles Schwab Full time

    Unlock Your Potential as a Senior Manager, Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleAs a Senior Manager, Wealth...

  • Wealth Management Professional

    2 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

    3 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...

National Director, Wealth Management

2 months ago

Boston, United States Fidelity TalentSource LLC 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.\u00A0 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.\u00A0 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.\u00A0 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
    \u00A0

The Purpose of Your Role
\u00A0

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.\u00A0 You will interface with all levels of the organization as a subject matter expert on all aspects of the investment management process\u2014from portfolio construction, transition analysis, repositioning, and ongoing management with a fiduciary lens on both the approach and the execution.\u00A0 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
    \u00A0

Our Investments in You

We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

We invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, as well as a top compensation package, including a stable base salary, recognition of associate achievements and excellent benefits. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.

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
\u00A0

Client Escalations: Work with the IMCs, internal partners, and clients as necessary on complex client escalations
\u00A0

Fidelity Navigation:\u00A0 Of behalf of the client, work with business partners to develop solutions and execute on those, to ensure client needs are met.
\u00A0

Practice Management:\u00A0 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
\u00A0

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
\u00A0

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.

We believe in being #DifferentTogether

Fidelity s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates and clients for their unique perspectives and experiences.

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. 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.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. 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. Honored with a

Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document , and may be asked to provide additional documentation as requested. 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. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

fidelitycareers.com .

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.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

accommodations@fmr.com .