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skillventory - A Leading Talent Research Firm

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

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and implementing firm coverage strategies while providing exceptional client service in the Financial and Investment Management industry. Proficient in collaborating with sales and marketing teams to align firm strategies and implement investment products onto client platforms.

Highest-signal resume keywords
Bachelor’s DegreeSeries 7Series 635 Years Experience in Financial IndustryClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
Impeccable ServiceCollaborationCommunication
Tools & Technologies
Investment Platforms
Certifications & Qualifications
Series 7Series 63
Industry Keywords
Financial IndustryInvestment ManagementFirm Coverage Strategies

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