Fidelity Investments
National Director, Wealth Management
Fidelity Investments, Boston, Massachusetts, us, 02298
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
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.
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: On 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.
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.
#J-18808-Ljbffr
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
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.
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: On 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.
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.
#J-18808-Ljbffr