Director, Key Account Manager - Intermediary Clients
Fidelity Investments Inc.
Fidelity Investments Inc. is seeking a Director, Key Account Manager to partner with Relationship Managers in the Financial Institutions Group. The role focuses on serving home office clients of leading financial institutions, expanding product placement, and coordinating client-focused initiatives across Fidelity. Key responsibilities include developing coverage strategies, aligning with sales/marketing, and coordinating due diligence and reporting. #J-18808-Ljbffr Fidelity Investments Inc.
- Director, Intermediary Key Account Manager NOTE: Fidelity will not provide immigration sponsorship for this role. The Role Fidelity Institutional (FI)’s Intermediary Investment Client Group (IICG) is seeking a Director, Key Account Manager (KAM) to join the Financial...SuggestedFull timeHome office
- Fidelity Investments is seeking a Director, Intermediary Key Account Manager to lead strategic client coverage for home office teams in Core Wealth. You will partner with Relationship Managers to implement firm strategies, coordinate DDQs/RFIs, and ensure premier service...SuggestedHome office
- Fidelity Institutional is seeking a Director, Key Account Manager to partner with Relationship Managers and support home office personnel at leading... ...Core Wealth channel. This role focuses on strengthening client relationships and expanding investment product placement....SuggestedHome office
$90k
...growing Crete United platform, CAM provides clients with cutting-edge HVAC solutions, backed... ...track record of delivering results. Key Responsibilities Lead the sales process to... ...transitions with internal service and project management teams. Maintain strong customer...SuggestedLocal areaImmediate start- Bally's Corporation in Rhode Island is seeking an experienced accounting leader to supervise the department and oversee general ledgers for Rhode Island properties, including sportsbook and iGaming operations. The role requires strong expertise in month-end close, financial...Suggested
$95k - $115k
...Responsibilities In Partnership with Sr. Director Utilizes strong customer focus to understand key drivers of business and action... ...with Associate Business Manager, collects business, point of sale... ...Weekly internal communication to account for results and gap closing...Temporary workWork at officeRemote workFlexible hours3 days per week- Trade Service Manager - Wealth Client Experience Location Smithfield, RI Westlake, TX Team Operations... ...Advisor (RIA) and Separate Account Manager (SAM) clients. The Expertise... ...guidance and operational support to our Intermediary Clients. The TSM will be responsible...
- Job Overview The Client Conversion Services (CCS) Implementation... ...Institutional Wealth Management Services (FIWMS) platform. As... ...resolve daily issues involving account set up, transfer of assets,... ...more than 13,500 financial intermediary firms and institutions. These...Full timeWork at office
$120k - $145k
..., and innovation. Position Summary We are seeking a Tax Manager to join our Private Client Services Team on a flexible hybrid basis. The PCS Tax Manager... ..., including related tax schedules, forms, and fiduciary accounting documents. Building effective long‑term relationships...Full timePrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift$60 - $70 per hour
...Manager - Fidelity Brokerage and Wealth Accounting & Controllership The Manager on the Fidelity Brokerage and Wealth Corporate Accounting & Controllership Team will be a key member of the team accountable for financial accounting and controllership to Fidelity's...Hourly payWork at officeFlexible hours- Fidelity Investments in Smithfield, RI seeks a Director, Key Account Manager to collaborate with Relationship Managers and FI teams to cover home office clients at leading financial institutions. The role focuses on strengthening relationships, expanding product placement...Home office
$135k
...Finance - Administration Responsibilities: Supervise and manage the accounting department personnel. Maintain general ledgers for all... ..., quarterly reporting, etc. Licenses & Certifications: RI Lottery License KEY Cert. Public Accountant...Contract workWork at office$135k
Description Responsibilities: Supervise and manage the accounting department personnel. Maintain general ledgers for all Rhode Island properties... ...(required) Licenses & Certifications RI Lottery License KEY (preferred) Cert. Public Accountant (preferred) Skills...Contract work$100k
...memories. Join our team as an Inside Sales - Account Executive and make a tangible impact by... ...closely with our VP of Sales, Marketing Manager, and CEO, who are invested in your... ...Products: ~ Represent a product line that clients love and trust. Top-Tier Benefits:...Local areaWork from homeFlexible hours- ...About the job Accounting Specialist We are seeking a dedicated and detail-oriented Accounting Specialist to join our accounting team. This role will be responsible for handling accounts payable functions and performing basic accounting tasks, including journal...
- ...instrumentation and medical devices, is seeking a dynamic and collaborative Accounting Specialist to join our fun and fast paced team in Smithfield,... ...Form 1099 processing. Performs data entry and spreadsheet management. Maintains accounts payable files and records. Responds to...Full timeTemporary workMonday to FridayShift work
- ...Department. This position assists with the management of treasury operations at RISD by... ...ad‑hoc reports and analyses for Treasury Director. Monitors daily cash balance and ensures... ...reconciliation of college bank/investment accounts. Monitors bank account fees. Merchant services...Full timeWork at office
$60k - $75k
...disciplines, including liquidity and funding management, interest rate risk management, investment portfolio management, investment accounting, and balance sheet analytics. We offer... ...with on-site work in Westerly, RI. Key Responsibilities Support investment...Work at officeFlexible hours- Bally's Twin River Lincoln is seeking an Accounting Supervisor to lead the accounting department. Responsibilities include managing general ledgers, overseeing the monthly close process, and preparing financial statements for Rhode Island properties. Candidates should...Work at office
$135k
Bally’s Corporation in Lincoln, Rhode Island is seeking an experienced finance professional to manage the accounting department. Responsibilities include supervising personnel, maintaining general ledgers, preparing financial statements, and overseeing monthly and quarterly...$60 - $70 per hour
Fidelity Management & Research Company in Smithfield is looking for a Manager for their Brokerage and Wealth Accounting team. You will lead financial accounting, oversee monthly close activities, and implement accounting processes. The ideal candidate will have a Bachelor...Hourly pay- Soteria Reinsurance Ltd. is looking for a Risk Manager in Smithfield, RI. This role includes managing vendor relationships, developing strategies for the debit card program, and ensuring financial compliance. The ideal candidate boasts a Bachelor's degree in Finance paired...
- Sales & Relationship Management Client Service Manager II - (Custody) - Wealth Client Experience Published... ...The CSM II is expected to be key contributors to a positive workplace environment... ...dependent). These investigations will account for 7 years or more of history,...Work at office
- ## Client Service Manager II (Custody) - Wealth Client ExperienceApplylocations: Westlake, TX: Smithfield, RItime type: Full timeposted on: Posted... ...* Leadership roles such as Operations Manager or Senior Director**How Your Work Impacts the Organization**The Client...Work at office
- The Role The Client Service Manager III (CSM III) serves as the primary point of contact for a select group of Registered Investment Advisors... ...Management Leadership roles (e.g., Operations Manager, Senior Director) How Your Work Impacts The Organization The Client...Work at office
$100k
...and monthly bonuses; Our top performers make well over a 6-figure income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: UNCAPPED EARNING POTENTIAL AGGRESSIVE...Local area$77k - $117k
...Comscore, Total Visits, March 2025) Day to Day National Account Managers at Indeed help the top organizations more e?ectively manage their... ...services, developing new accounts, and expanding existing client relationships Manage large, complex, high-visibility...Contract workWork experience placementLocal area$120k - $140k
KLR is seeking a Tax Manager for its Strategic Business Solutions Group. The role, based... ...Providence, involves serving as the primary client contact, overseeing various engagements,... ...must have a Bachelor's degree in Accounting, relevant experience, and CPA certification...Full time- ...Job Summary The Global Account Executive will be responsible for growing new business by... ...Networking In collaboration with Sales Management, identify, create, develop and manage opportunities... ...targets - Intermediate Expertise in client relationship building and new business...Work experience placementWork at officeLocal areaFlexible hours
- The Washington Trust Company is seeking a Treasury Analyst to support the Bank’s Treasury function across liquidity and funding management, interest rate risk management, investment portfolio management, and balance sheet analytics. The role offers a flexible hybrid work...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director, Key Account Manager - Intermediary Clients. Be the first to apply!


