Account Manager

2 weeks ago


Smithfield, Rhode Island, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled and experienced Account Executive to join our Institutional Client Group (ICG) at Fidelity Investments. As a key member of our team, you will be responsible for managing complex investment relationships with Fortune 500 and large public sector clients.

Key Responsibilities
  • Facilitate the servicing requirements of complex investment accounts by utilizing internal partners to deliver a robust experience for clients.
  • Develop and maintain strong relationships with clients and internal stakeholders to drive business growth and client satisfaction.
  • Collaborate with cross-functional teams to identify and capitalize on business opportunities.
  • Provide exceptional client service and support to ensure client retention and growth.
Requirements
  • Bachelor's degree required.
  • 5+ years of experience in the financial services industry, with client-facing experience preferred.
  • Passion for investments and working with institutional clients.
  • Ability to engage with all levels of a client organization.
  • Critical thinking and creative problem-solving to promote client retention.
What We Offer
  • A dynamic and collaborative work environment.
  • Opportunities for professional growth and development.
  • A comprehensive benefits package.
  • A hybrid working model that blends the best of both onsite and offsite work experiences.

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