Job Description:The RoleAs a
Regional Director, Wealth Management, responsible for leading a team of 15-18 Wealth Management Planning Consultants and Wealth Management Senior Relationship Managers. This role oversees hiring, coaching, and development while driving relationship management, service excellence, and business results. In partnership with the Wealth Management Advisor, manages relationships with up to 150 high-net-worth clients, providing proactive, high-touch support for clients with varying levels of financial complexity.
Success in this role requires a strong understanding of financial markets, industry trends, and the needs of high-net-worth clients to help shape service strategy, drive key business objectives, and enhance the client experience. The role partners across Strategic Advisers Inc., Trust, Operations, Fidelity Institutional, and Legal, Risk, and Compliance to resolve complex client issues, deliver coordinated solutions, and ensure operational, risk, and compliance standards are met. Up to 50% travel is required.
The Expertise and Skills You Bring- Bachelor's degree and advanced degree preferred
- CFP, CFA or equivalent preferred
- Series 7, 66 and Series 9/10 licenses required
- 10+ years of relevant financial services experience required. Relevant experience with affluent clients in dealing with complex wealth management issues.
- 3+ years of management experience within the financial services industry is preferred
- Solid understanding of high-net-worth products and services
- Strong presentation skills with the ability to interface at any level within and outside the firm
- Strong analytic capabilities
- Full understanding of all firm capabilities within Private Wealth
- Ability to navigate through a complex, multi-level business environment to deliver results
- Ability to handle multiple conflicting priorities
- Strong interpersonal skills and great teammate
- Excellent time management skills
- Ability to work independently while building effective partnerships across the organization to achieve business objectives
The TeamPrivate Wealth Management is committed to helping individuals and their families build, preserve, and transfer wealth. 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.
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.
The base salary range for this position is $95,000-186,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Certifications:Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA
Category:Customer Service
