Job Description:
Account Executive, Institutional Client Services
Are you interested in joining Fidelity Institutional (FI) and working with Fidelity's distribution channels to grow the institutional business? Can you represent Fidelity's investment management capabilities and the broad functions of an investment account to institutional investors and their related providers? Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients? If so, we are excited to speak with you about an account executive role within FI's Institutional Client Group (ICG).
ICG is an institutional distribution arm of Fidelity Institutional with responsibility for managing the investment relationships with Fortune 500 and large public sector clients. We are looking for a client service professional that can serve as the primary point-of-contact for our numerous distribution channels and their client base. The key functions of the role are to facilitate the servicing requirements of complex investment accounts by using internal partners within the organization to deliver a robust experience for our clients. These key areas of focus will require investment and financial acumen as well as the ability to organize competing priorities, all while working across a demanding...but collaborative culture.
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The ICG organization includes sales, relationship management, client servicing, consultant relations and institutional portfolio management teams. 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.
The Expertise You Have
- Bachelor's degree required
- 5+ years experience in the financial services industry, with client facing experience preferred
- Passion for investments and working with institutional clients
- Ability to engage with all levels of a client organization
- Critical thinking and creative problem-solving to promote client retention
- Experience navigating within a large organization to deliver effective solutions
The Skills You Bring
- Proven track record of building and managing relationships with sophisticated and demanding clients and internal partners
- Ability to work effectively across a collaborative and inclusive culture
- Outstanding organizational skills and ability to work in a fast paced environment
- Talent for effectively communicating complex information - both verbally and in writing
- Experience and self-motivation to work in a hybrid environment
The Value You Deliver
- Deliver industry leading client service rooted in valuable, proactive, and timely communication
- Seek out and use the capabilities and resources of Fidelity to bring value to our clients
- Own critical operational issues and customer concerns through to resolution
- Share information and collaborate with colleagues across Fidelity to use best practices and work on cross-company initiatives
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 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.
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.