Advisor Experience Account Manager

Job Description:

The Role

Are you interested in Philanthropy and collaborating with ultra-high net worth donors, advisory firms, and corporations? An Advisor Experience Accounts Manager is the entry level role to relationship management and is responsible for providing an outstanding experience to clients who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand an account holder’s goals, and facilitate solutions for very sophisticated transactions and client issues. The PSAM optimizes the client experience as it relates to Operations and Service to drive satisfaction, high quality, and efficiency to build long lasting relationships for years to come.

The Skills and Expertise you bring

• Education: Bachelor’s degree is required
• Experience: 3+ years of experience is required
• Experience with Project Management principles to drive transformation and execution
• Overseeing advisory firm relationships which include communications, annual trainings and onboarding support, and learning resource management
• Ability to manage multiple priorities and address potential impediments that impact delivery commitments
• Escalation remediation and prevention by deploying strategic, forward thinking consultation
• Ability to influence partners to accomplish key priorities
• Your outstanding mentoring and leadership skills, and ability to empower new associates to grow and develop
• Your ability to effectively coach others, both internal and external partners
• Your relationship expertise, leading with empathy while executing on key initiatives and change management
• Knowledgeable of other team’s processes to minimize NIGO requests
• Relationship Management of UHNW firms
• Experience driving improvements in streamlining organizational processes with clients
• Ability to take initiative in an organized manner
• Strong written and verbal communication skills
• Ability to influence outcomes and pivot as new initiatives and priorities emerge
• Weighs the costs, benefits, risks, and changes for success before recommending a course of action
• Understanding of various Legal, Risk, and Compliance topics to ensure positive client experience

The Team

The Account Management team is a dedicated group of professionals committed to ensuring high quality philanthropic experiences. As a junior member of this diverse team, you’ll play a crucial role in serving ultra-high net worth Donors and Strategic Advisor Firms. We pride ourselves on delivering outstanding service, ensuring that our donors receive the best solutions. Collaboration is at the heart of what we do. We work closely with colleagues across various parts of the Fidelity Enterprise, including Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS), and Fidelity Family Office Services (FFOS). As the single points of contact for Strategic Advisory Firms, we manage relationships representing billions of dollars in managed DAF (Donor-Advised Fund) Assets. Our interactions with Donors and Advisory Firms have a significant impact, and positive service experiences can lead to lasting relationships. Join us in shaping the future of philanthropy and financial services.

Certifications:

Category:

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.