Teams at Fidelity Investments

Drive relationships and sales with major wirehouse firms, advisors, branches and private wealth teams. Deliver thought leadership, practice management, and investment perspectives; collaborate with relationship management and internal partners to grow access, deepen relationships, and increase sales across mutual funds, ETFs, SMAs, models, alternatives and retirement solutions.

Owns and manages a book of defined-contribution clients, serving as primary contact and trusted advisor. Builds relationships, resolves client issues, consults on plan design and regulatory matters, coordinates internal resources, leads investment strategy discussions, and ensures service delivery for Plan Sponsors and Advisors.

The Relationship Manager nurtures client relationships at Fidelity, providing personalized service and strategic financial planning to enhance client engagement and satisfaction.