Customer Service
National Director, Wealth Management
- Boston, MA
Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.
Salary: listed in the job description
or discussed with your recruiter
Job Description:
National Director, Wealth Management
The National Director, Wealth Management role is a senior level leadership position within Fidelity’s Private Wealth Management group, which manages the largest planning and investment management clients for the firm. As the IMC Director, Wealth Management you will have a national presence, responsible for a team of Investment Management Consultants with deep investment expertise. You will hire, train, develop and lead the team, holding them accountable for meeting relationship and service level goals. You will be responsible for over $60B in AUM, including both acquisition and retention of Fidelity’s most complex clients and achieving business level KPIs.
The Expertise We’re Looking For
- Bachelor’s degree and advanced degree preferred
- CFP, CFA and/or equivalent recommended
- Minimum 15+ years of relevant financial services experience required. Relevant HNW client experience in dealing with complex wealth management issues
- 5 or more years of management within a financial services environment preferred
- Series 7 (General Securities) and Series 9/10 (General Supervisory Principal) and Series 66 (Investment Adviser) licenses required
The Purpose of Your Role
As the National Director, Wealth Management, you will work extensively with our PI partners to build out the next generation of our UMH strategy and with our PWM RVPs to build out the investment expertise of the broader PWM organization. You will interface with all levels of the organization as a subject matter expert on all aspects of the investment management process—from portfolio construction, transition analysis, repositioning, and ongoing management with a fiduciary lens on both the approach and the execution. Additionally, you will work with the Head of Strategic Clients and IMCs to execute on the long-term strategy, offering and engagement of the firm’s most complex and important clients.
The Skills You Bring
- Expert understanding of investment management and trust capabilities end to end
- Strong presentation skills with the ability to interface at any level within the company
- Strong analytic capabilities
- Full understanding of all firm capabilities within PWIS
- Ability to navigate through a complex, multi-level business environment to deliver results
- Ability to manage multiple conflicting priorities
- Strong interpersonal skills and team player
- Comfortable operating independently while effectively collaborating with business partners to achieve goals
- Excellent time management skills
Our Investments in You
We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
We invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, as well as a top compensation package, including a stable base salary, recognition of associate achievements and excellent benefits. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
The Value You Deliver
Setting Direction: The Vice National Director should understand the industry, the financial markets, competitive influences, approach to PWM clients and the overall sales process to ensure the right support to clients, and drive the appropriate KPI’s for the broader business
Client Escalations: Work with the IMCs, internal partners, and clients as necessary on complex client escalations
Fidelity Navigation: Of behalf of the client, work with business partners to develop solutions and execute on those, to ensure client needs are met.
Practice Management: Partnering together, the National Director and the IMCs will develop this proactive element to the overall investment strategy, bringing the overall high-touch investment capabilities to life
Hiring, Training Coaching, Supervising and Developing: The job is to put the right team in place and give the IMCs the tools and resources they need to excel in their roles
How Your Work Impacts the Organization
Private Wealth Management is committed to helping individuals and their families build, preserve, and transfer wealth. Our clients benefit from a dedicated team with a deep understanding of their total financial picture, including access to specialists for portfolio management and financial planning, from a trusted, privately held company with a history of innovation and performance.
We believe in being #DifferentTogether
Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates and clients for their unique perspectives and experiences.
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.
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 experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Apply Now
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Hiring: People with a passion for helping others
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
Fidelity is invested in you
Committed to Continuous Learning
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.
Licenses & Certifications
- Pursue your FINRA Series 7 and/or Series 63/66 licenses to take your career to the next level as a licensed financial broker.
- Tuition reimbursement for online or in-person course work in pursuit of new certifications.
Continuing Education & Training
- Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
- Video-based training for technology, leadership, management & more.
- Your facilitator, manager and business partners will give you ongoing support as you develop in your role and provide personalized feedback and coaching.
- A range of talent development programs to support career mobility.
Mentoring
- Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
- Rotational programs for exposure to new areas of our business.
- An open atmosphere of knowledge sharing and collaboration.
Our Commitment to Diversity and Inclusion
"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments
At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.
These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.
- Over 22K employees participate in an affinity group.
- Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
- 74% increase in affinity group memberships over the last three years.
Giving Back to Our Communities
Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.
Fidelity Cares
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations to support our local communities.
- More than 12,000 associates donate time annually – from interns to SVPs.
- Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.
Fidelity Charitable®
- Created to make it easy for people to support charitable organizations they care about.
- Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
- Supported more than 300,000 unique charities around the world.
- Since its inception, more than $42 billion has been given to public charities.
