Fidelity Investments
The Director, Platform Specialist, is responsible for communicating Fidelity’s platform and product strategy to Fidelity Institutional clients and prospects.
You will demonstrate how Fidelity’s technology offering helps firms transform, evolve and grow to lead the future of wealth management.
You will work collaboratively with FI Sales and Relationship management teams to grow firms’ businesses and exceed expectations, delivering a premier client experience.
You will collaborate with clients and prospects to ensure the awareness and benefits of FI technology solutions.
You will be a relied upon as a subject matter expert on behalf of the needs of FI prospects and clients, working with the Fidelity Institutional Product Management teams in crafting the technology and integration roadmap, as well as collaborate with the Marketing team to ensure concise, impactful delivery of valuable information and updates related to technology and integration solutions.
You will engage with clients and prospects to ensure the awareness and adoption of relevant technology solutions that help them achieve their business growth, efficiency and client happiness goals.
Deep knowledge and understanding of Fidelity platform solutions, and how they help firms grow, evolve and transform is a critical component of this role; as you will be regarded as the subject matter authority and will be called upon to present the value of Fidelity’s technology offering, along with driving overall promotion and adoption.
The Team
Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms.
More than 13,000 financial advisory firms rely on Fidelity Institutionals innovative technology and deep expertise to help more than 8 million accounts make some of the most sophisticated, important decisions of their lives.
Fidelity Institutionals goal is to help clients thrive by supporting the growth of their businesses, improving their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.
Fidelity Institutional provides a comprehensive clearing and custody platform, technology solutions and integrations, brokerage, investment and reporting services, trading capabilities, and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices, and wealthy families.
Fidelity Institutional’s goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and progressive technology.
Fidelity Institutional has $2.1 trillion in AUA and services about 3,850 clients and more than 6 million accounts.
The Expertise You Have
The Skills You Bring
The Value You Deliver
Client and Prospects
Platform Strategy & Development
Communication Strategy