Regional Director, Private Wealth Management - Central East
Fidelity Investments · NY, US
25 days agoImpress employers and recruiters.
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About the Role
As a Regional Director, Wealth Management, you will lead a team of 15–18 Wealth Management Planning Consultants and Senior Relationship Managers. This role involves overseeing hiring, coaching, and development, while driving relationship management, service excellence, and business results. You will partner with the Wealth Management Advisor to manage relationships with up to 150 high-net-worth clients, offering proactive, high-touch support for those with complex financial needs. Success requires a strong understanding of financial markets, industry trends, and the needs of high-net-worth clients to shape service strategy, drive business objectives, and enhance the client experience. You will collaborate across various departments to resolve client issues, deliver coordinated solutions, and ensure compliance.
Responsibilities
- Lead a team of 15–18 Wealth Management Planning Consultants and Senior Relationship Managers.
- Oversee hiring, coaching, and development of the team.
- Drive relationship management, service excellence, and business results.
- Partner with the Wealth Management Advisor to manage relationships with up to 150 high-net-worth clients.
- Provide proactive, high-touch support for clients with complex financial needs.
- Shape service strategy based on market understanding and client needs.
- Drive key business objectives.
- Enhance the client experience.
- Partner across departments to resolve complex client issues.
- Deliver coordinated solutions.
- Ensure operational, risk, and compliance standards are met.
Requirements
- 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.
- Fidelity will not provide immigration sponsorship for this position.
Skills
- Financial markets understanding
- Industry trends understanding
- High-net-worth client needs understanding
- Presentation skills
- Analytic capabilities
- Interpersonal skills
- Time management skills
Location
- Onsite
Work Type
- Full-time
- Onsite
Experience Level
- 10+ years of relevant financial services experience
- 3+ years of management experience
Education Level
- Bachelor’s degree
- Advanced degree preferred
- CFP, CFA or equivalent preferred
- Series 7, 66 and Series 9/10 licenses required
Salary/Compensations
- $95,000-186,000 USD per year
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement plan
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources
About the Company
- Private 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.
- Fidelity is a privately held company with a history of innovation and performance.
- Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
- Fidelity’s business is governed by various securities and investment laws and regulations, which may restrict hiring individuals with certain Criminal Histories.
Equal Opportunity
- Fidelity will not provide immigration sponsorship for this position.