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National Director, Wealth Management

3 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
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The Purpose of Your Role
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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
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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
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Client Escalations: Work with the IMCs, internal partners, and clients as necessary on complex client escalations
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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.
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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
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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
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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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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 .