Premium Service Accounts Manager

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

Premium Service Account Manager

The Role

Are you passionate about philanthropy and eager to collaborate with ultra-high net worth donors and advisory firms? As Premium Services Account Manager for the Advisor Experience team, you’ll (support a sophisticated group of seasoned professionals to deliver superior philanthropic solutions) OR (navigate the most complex situations with some of Fidelity Charitable’s largest clientele and deliver exceptional outcomes). Your role is critical in ensuring optimal collaboration, teamwork, and transaction execution. We’re seeking an innovative leader with significant experience in optimizing teams to reach peak performance. Your ability to inspire, guide, and mentor associates is essential. Additionally, you’ll drive projects that enhance our service offerings, streamline processes, and elevate advisor experiences. Analytical insights and strategic thinking are critical to your role. Educating your team on new program offerings that you help create, facilitating training discussions, and fostering collaboration with business partners will be central to your responsibilities. Ultimately, your focus will be on cultivating strong relationships across Fidelity Charitable and the Fidelity enterprise, driving happiness, high quality, and efficiency to build lasting connections for years to come.

The Skills and Expertise you bring

• Strong leadership, facilitation, influencing, decision-making and team building skills
• Collaboration and partnership focus
• Client servicing skills and experience
• Experience with Agile principles to drive transformation and execution
• Analyzing client transaction and growth analysis
• Ability to manage multiple priorities and address potential impediments that impact delivery commitments
• Cultivate an inclusive environment that values and rewards contributions, drive, initiative, and achievement of results
• Escalation remediation and prevention by strategically partnering with internal teams to reach the optimal solution for the client and Fidelity Charitable
• Ability to influence partners to accomplish key priorities
• Your outstanding mentoring and leadership skills, and ability to further develop senior associates
• 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
• Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management 
• Enthusiasm and energy in everything you do and a customer obsessed approach
• Education: Bachelor’s degree is required

• Experience: 7 plus years of experience is required

The Team

The Advisor Experience team is a dynamic group of dedicated professionals who curate the client journey. We’re not just about transactions; we’re about transformation. Collaborating closely with Corporate Clients, Donors, Financial Advisors, and Non-Profit Organizations, we navigate intricate financial and philanthropical landscapes, delivering timely and sophisticated solutions. We prioritize creativity, concise communication, data-driven insights, and unwavering commitment to quality interactions.

As part of this diverse team, you’ll find yourself at the intersection of innovation and impact. We’re the bridge connecting Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS), and Fidelity Family Office Services (FFOS) clients to philanthropic solutions. Our mission? To cultivate lasting connections that span years, leaving a legacy of trust and excellence.

of the Advisor Experience team, you’ll (support a sophisticated group of seasoned professionals to deliver superior philanthropic solutions) OR (navigate the most complex situations with some of Fidelity Charitable’s largest clientele and deliver exceptional outcomes). Your role is critical in ensuring optimal collaboration, teamwork, and transaction execution. We’re seeking an innovative leader with significant experience in optimizing teams to reach peak performance. Your ability to inspire, guide, and mentor associates is essential. Additionally, you’ll drive projects that enhance our service offerings, streamline processes, and elevate advisor experiences. Analytical insights and strategic thinking are critical to your role. Educating your team on new program offerings that you help create, facilitating training discussions, and fostering collaboration with business partners will be central to your responsibilities. Ultimately, your focus will be on cultivating strong relationships across Fidelity Charitable and the Fidelity enterprise, driving happiness, high quality, and efficiency to build lasting connections for years to come.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Client Service

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.