Advisor Experience Relationship Analyst at Fidelity

Job Description:

Are you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? An Advisor Experience Relationship Analyst is the entry level role to relationship management responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor’s goals, and facilitate solutions for very sophisticated transactions and client issues. The Relationship Analyst optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come.

The Expertise and Skills You Bring

Education: Bachelor’s degree is required, a Master’s degree not required but favorable.

Experience: 3 years of relevant experience is required

• Overseeing advisory firm relationships which include communications, annual trainings and onboarding support, and learning resource management

• Ability to manage multiple priorities and address potential impediments that impact delivery commitments

• Escalation remediation and prevention by deploying strategic, forward thinking consultation

• Ability to influence partners to accomplish key priorities

• Your outstanding mentoring and leadership skills, and ability to empower new associates to grow and develop

• 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

• Experience with Project Management principles to drive transformation and execution

• Knowledgeable of / willing to learn other team’s processes to minimize NIGO requests

• Relationship Management of UHNW firms

• Experience driving improvements in streamlining organizational processes with clients

• Ability to take initiative in an organized manner

• Strong written and verbal communication skills

• Ability to influence outcomes and pivot as new initiatives and priorities emerge

• Weighs the costs, benefits, risks, and changes for success before recommending a course of action

• Understanding of various Legal, Risk, and Compliance topics to ensure positive client experience

Skills required for the role: Ability to take initiative, able to collaborate in a team environment, speaking publicly to clients, navigating customer concern remediation, articulating standard processes via phone and email, encouraging digital adoption, cultivating relationships with clients and partners.

The Team

The Advisor Experience team is a dedicated group of professionals who provide outstanding service while driving ideal solutions and behavior from ultra-high net worth Donors and Strategic Advisor Firms, the most sophisticated relationships, and highly valued accounts within Fidelity Charitable! As a member of this diverse team, we serve as the single points of contact for Strategic Advisory Firms which represent Billions of dollars in managed DAF Assets! These Donors and Advisory Firms have critical relationships across many parts of the Fidelity Enterprise including, Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and with Fidelity Family Office Services (FFOS). As such, our team must ensure a positive service experience as these relationships can have far reaching implications.

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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelity Careers.com. Fidelity Investments is an equal opportunity employer.

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.