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Account Executive, Institutional Client Services

Company: Fidelity Investments
Location: Smithfield
Posted on: September 19, 2023

Job Description:

Job Description:
Are you an experienced client-facing professional with a proven ability to deliver solutions for institutional investors?\u00A0 Can you represent Fidelity s investment management capabilities and the broad functions of an investment account to institutional investors and their related providers?\u00A0 Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients?\u00A0 If so, we are excited to speak with you about an account executive role in Fidelity s Institutional Client Group (ICG) organization.\u00A0 \u00A0ICG is the institutional distribution arm of Fidelity s Asset Management business with responsibility for managing the investment relationships with large corporate and public sector plan sponsors, endowments, and foundations.\u00A0 We are looking for an experienced client service professional that can serve as the primary point-of-contact to institutional investors on their investment strategies.\u00A0 The key functions of the role are to facilitate the servicing requirements of complex investment accounts by leveraging internal partners within the organization to deliver a robust experience for our clients.\u00A0 These key areas of focus will require investment and financial acumen, the ability to organize and prioritize competing priorities, all while working across a demanding but collaborative culture.\u00A0The ICG organization includes institutional asset management, sales, relationship management, client servicing, and institutional portfolio management teams.\u00A0 The successful candidate will be an integral part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, and dedicated client service professionals - all designed to help our clients thrive.\u00A0\u00A0The Expertise You Have\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Bachelor s degree required w/ master s degree preferred\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 5+\u00A0years experience in the financial services industry, w/ client facing experience preferred\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Passion for investments working with institutional clients\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Prior experience working with Endowment and Foundation clients is a plus \u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Ability to engage with all levels of a client organization from executives through staff and across Investment, Treasury, and Benefits functions\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Strategic thinking and creative problem-solving to promote client retention\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Experience navigating within a large organization to deliver effective solutions\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Series 7 and 63 registrations required\u00A0The Skills You Bring\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Proven ability to build and manage relationships with complex and demanding clients and internal partners\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Ability to work effectively across a collaborative and inclusive culture\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Financial acumen and capacity to gain insight from data analysis\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Talent for effectively communicating complex information both verbally and in writing\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Experience and self-motivation to work in a hybrid environment\u00A0\u00A0The Value You Deliver\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Deliver industry leading client service rooted in value-added, proactive, and timely communication\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Seek out and leverage the capabilities and resources of Fidelity to create value for our clients\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Share industry trends, best practices, and insight from peer organizations to help clients navigate complex investment changes\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Own critical operational issues and escalations that impact the client through to resolution\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Collaborate with Relationship Managers to deliver on aspects of annual business plans \u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiativesPlease see below for the salary range for work locations in Colorado only:N/A

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:N/A

Please see below for the salary range for work locations in California only:N/A

Please see below for the salary range for work locations in Washington only:N/A

Company OverviewFidelity 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 UsAt 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 -, we have been recognized by our employees as a Best Place to Work in 2023. 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.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling \u201C\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.We invite you to -Find Your Fidelity -at -.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 -, or by calling 800-835-5099, prompt 2, option 3.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 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.

Keywords: Fidelity Investments, Woonsocket , Account Executive, Institutional Client Services, Other , Smithfield, Rhode Island

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