Director, Intermediary Key Account Manager

skillventory - A Leading Talent Research Firm

Director, Key Account Manager supporting Fidelity Institutional's client relationships. Focused on expanding investment product placement and strengthening client satisfaction through effective strategies and collaboration.

Posted 7/8/2026full-timeSmithfield • Rhode Island, Texas • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Work effectively with Relationship Managers to develop and implement thorough firm coverage strategies
Collaborate with sales and marketing teams to align and communicate firm strategies effectively
Implement Fidelity’s investment products onto client investment platforms seamlessly
Act as the central day-to-day contact for key home office clients, providing impeccable service

Requirements

What you’ll need

Bachelor’s Degree
Series 7 and 63
5 years of experience working in the Financial or Investment Management industry

Benefits

Comp & perks

Fidelity will not provide immigration sponsorship for this role.
Collaborative work environment
Opportunities for professional growth

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Impeccable ServiceCollaborationCommunication

Certifications

Series 7Series 63