Investment Relationship Manager

3 weeks ago

Smithfield, United States Fidelity Investments Full time

Job Description:

Investment Relationship Manager

The Role

The Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for coverage of alternative analyst and product teams at leading wealth management and financial institutions. This role will also include developing enterprise relationships with a subset of clients. The IRM will work in conjunction with other Relationship Managers where they will be tasked with developing deeper relationships at strategic accounts with a specific focus on the approval and support of our various alternative offerings. In addition to alternatives expertise, the IRM should possess a strong knowledge of all investment asset classes as well as an understanding of ETFs, SMAs and model portfolios.

The IRM will be the primary interface to a specific group of analysts and product teams at several strategic clients. They will clearly articulate Fidelity’s capabilities across specific alternative investment vehicles and asset classes. The IRM will work closely with Enterprise RMs and Key Account Managers on a subset of strategic accounts. A successful IRM should generate consistent positive qualitative feedback from these investment analysts and product teams at strategic firms. Expectations are that this role will contribute to IICG’s focus on both organic growth and market share increases at targeted firms.

The Expertise and Skills You Bring

  • Partnering with Lead Investment RMs at Strategic Firms to cover selected asset class and alternative product teams
  • Asset Class expertise positioning various thought leadership and investment product topics
  • Thrive in a team environment of strong investment professionals within the Relationship Manager Team
  • Detailed project management skills aimed at developing investment opportunities including but not limited to RFPs and project planning
  • Relationship Management skills that enable clients to navigate the Fidelity organization
  • Establish credibility with clients as an investment expert across asset classes, and the associated alternatives market
  • Demonstrate strong investment competence and exceptional communication skills
  • Ability to interact effectively with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management and distribution
  • Demonstrate an in-depth understanding of portfolio construction and platform solutions (Advisory & Brokerage) at leading wealth management firms
  • Ability to travel up to 50%
  • CFA or CIMA preferred.
  • 5+ years investment management experience
  • Series 7 and 63 licenses required

The Team

Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wire houses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, a suite of alternative investments, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

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—we 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.

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