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:
Client ServiceMost 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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Hybrid work schedule
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
Applicant screening
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.