Client Development Specialist

  • Competitive
  • San Francisco, CA, USA
  • Festanstellung, Vollzeit
  • Fidelity Investments
  • 19 Feb 18 2018-02-19

Client Development Specialist

The Client Development Specialist will work with the Divisional Manager and the Regional Relationship Management Team as we deliver a comprehensive custody platform to independent wealth management firms. Our team is dedicated to supporting wealth management firms by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency .

The Expertise We're Looking For

  • Bachelor's degree
  • 3 - 5 years direct client and/or financial services experience
  • Strong brokerage/custody background, preferably with direct retail or customer service experience
  • Series 7 and 63 registrations will be required

The Purpose of Your Role

The Client Development Specialist will play a key role on our team by collaborating with our Relationship Managers and Sales Executives to deliver Fidelity Clearing and Custody Solutions' full suite of services, tools, benefits, and resources to our clients. The support of the CDS allows us to be effective, proactive, and resourceful as we serve the independent advisors who work with us in the Pacific Northwest Region.

The Skills You Bring

  • You bring a proactive approach to your work, and regularly take the initiative to identify opportunities, solve issues and add value to the work we do
  • You enjoy being part of a fast moving organization as a reliable and innovative member of the team
  • You enjoy building client relationships, and will participate in client meetings across the region
  • You consistently demonstrate strong follow-through and ownership of issues and tasks
  • You have a current knowledge of the RIA industry and thematic trends
  • You understand the components of an end-to-end client experience, and have a solid working knowledge of financial products and services. You use this knowledge to meet and exceed client expectations
  • You have the ability to conduct root cause analysis and problem solve
  • You bring strong project management skills to a variety of initiatives, and you are comfortable balancing multiple priorities
  • You have a proven ability to build strong working relationships both internally and externally
  • You can effectively navigate throughout an organization
  • Your professional written, verbal and presentation skills make you an effective communicator
  • You are comfortable in changing environments, and known for easily adapting to new technologies and workflows
  • You are proficient with MS Office programs, with an emphasis on developing presentations and formatting information

The Value You Deliver

Relationship Management Support
  • Acting as primary back up when Relationship Manager is unavailable
  • Organizing and attending client meetings as appropriate
  • Partnering with Fidelity Institutional (FI) marketing to coordinate client event participation
  • Collaborating with cross Fidelity partners to bring the best solutions to our clients
  • Interacting with clients to assist with asset and revenue generating opportunities
  • Partnering with the Relationship Manager to create an engagement plan for growing advisors
  • Analyzing engagement plans across the region to share resources, reduce cost and deliver more to each client
  • Partnering with the Relationship Manager to develop shared accountability in the execution of each engagement plan

Business Development
  • Partnering with the Relationship Manager and Practice Management team to identify and implement advisor tools or programs that will impact revenue and AUM growth
  • Partnering with Sales Associates to identify prospecting opportunities through research and/or campaigns
  • Manage overall follow-up and communication on issues, opportunities and leads generated from client meetings
  • Monthly sales funnel participation and documentation
  • Ensuring an accurate and updated monthly regional sales funnel and client status notes while adhering to CRM protocol

Territory/Project Management
  • Coordinating the annual client goal planning process and identify key regional trends for assigned region
  • Developing and implementing regional reporting of actual results vs forecasts for key metrics
  • On a monthly basis analyze reporting at the client and regional levels to identify trends and opportunities
  • Project manage key business initiatives for the FCCS channel across FI units - i.e. deployment and implementation of new technology roll-outs
  • Creating and updating regional presentations designed to highlight regional activity and key initiatives

How Your Work Impacts the Organization

Fidelity Clearing & Custody Solutions (FCCS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. You will be part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive.At Fidelity, we are focused on 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. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.