Job Description:

Are you interested in building a career focused on Client Management?  Can you work collaboratively with colleagues across the globe to help oversee an existing book-of-business?  If so, we are excited to speak with you about an Account Executive role focused on supporting the retention and growth of Fidelity’s investment capabilities within Fidelity’s Institutional Client Group (ICG) organization. 

The Role

ICG is the institutional distribution arm of Fidelity’s Asset Management business with responsibility for managing the investment relationships with Global Fortune 500 and large public sector clients.  We are looking for an experienced financial services professional that has familiarity with investment products relevant to both the Defined Benefit and public market segments.  The key areas of responsibility include supporting our global relationship management and distribution team as they engage with clients, prospects and external consultants located around the world.  These key areas of focus will require investment and financial acumen, attention to detail, and follow through, while working across a demanding…but collaborative culture.

The Experience and Skills You Bring

Bachelor’s degree required, advanced degree or global experience a plus5+ years of product and client facing experience in the financial industry – Fidelity experience desirableFINRA Series 7 and 63 required or must be obtained within 90 days of hireFamiliarity with Defined Benefit and public sector investmentsAbility to partner across the organization to influence all levels of management and peers through personal interactions as well as crafting and delivering effective presentationsTalent for effectively communicating across cultures – both verbally and in writingDesire to learn and work across a diverse geographic footprintAbility to work on-site and remotely and accommodate minimal travel requirements

The Purpose and Value of Your Role

The primary goal of the Account Executive is to maintain an existing book of business and help drive AUM growth across our global distribution network.  In this role you will support an experienced US-based Sales and Relationship Management team as they engage with distribution partners  across the globe.  Core responsibilities include:

Implementing new global accountsHandling day-to-day service requests from across the globeCoordinating new business proposal responses and development of marketing collateralProviding oversight of sub-advisory agreements and pricing arrangementsBuilding relationships and establishing strategy sessions with US and Global Sales teamsManaging Sales opportunities through their lifecycle in Salesforce CRMPresenting updates on Sales activity, campaign efforts, and key areas of focus for internal audiencesDemonstrating the capabilities and resources of Fidelity to add new value for our clientsSharing industry trends and insight from peer organizations to help clients navigate sophisticated investment changesStaying advised of critical operational issues and customer concerns that impact the business partnerShare information and collaborate with colleagues across Fidelity to demonstrate standard methodologies and work on cross-company initiativesServe as a lead contact for various groups across Fidelity to help enhance our business relationships across the organization

The Team

We bring our lengthy history of industry knowledge and expertise to our worldwide institutional client base.  This is accomplished by working closely with our clients and internal business partners to fully utilize all that Fidelity has to offer in the institutional space.

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. 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.