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$22K

$97.1K

$213.5K

How much do fidelity investment jobs pay per year?

As of Aug 26, 2026, the average yearly pay for fidelity investment in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is a Fidelity Investment?

A Fidelity Investment job refers to a role within Fidelity Investments, a financial services company specializing in investment management, retirement planning, brokerage services, and wealth management. Employees work in various positions, including financial advisors, customer service representatives, analysts, and technology specialists. These roles support clients in managing their investments, financial planning, and navigating the markets. Fidelity offers career opportunities with competitive benefits and professional development programs.

What does a typical career path look like for someone working at Fidelity Investments?

At Fidelity Investments, professionals often start in entry-level roles such as investment representative or financial consultant, where they develop foundational skills in client management and financial products. With experience and performance, employees can advance to senior consultant, portfolio manager, or even leadership positions in specialized areas like wealth management or institutional investing. Fidelity places a strong emphasis on professional growth, offering internal training and opportunities for industry certifications. The company's collaborative environment and structured mentoring programs help employees navigate their career progression and take on greater responsibilities over time.

What are the key skills and qualifications needed to thrive in the Fidelity Investment position, and why are they important?

To excel at Fidelity Investments, professionals generally need a strong background in finance, investment analysis, and client relationship management, typically evidenced by a relevant degree or industry certifications such as the Series 7 or CFA. Experience with financial planning software, CRMs, and Bloomberg terminals is often required in day-to-day tasks. Effective communication, integrity, and a results-driven mindset are highly valued soft skills within this environment. These competencies are vital to providing sound investment advice, fostering client trust, and achieving organizational goals in a competitive financial sector.

What are entry level positions at Fidelity Investment?

Entry-level positions at Fidelity Investments include roles such as Customer Service Associate, Operations Associate, and Financial Representative. These roles typically require strong communication skills, basic financial knowledge, and may offer training programs for new employees.
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Fidelity Investment jobs near you
Infographic showing various Fidelity Investment job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 84% Physical, 6% Hybrid, and 10% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Director, Intermediary Key Account Manager

Smithfield, RI • On-site

Fidelity Investments
10K+ employees

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 152 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Fidelity Investmentsexternal

Full-time

Re-posted 18 days ago

Job description

Job Description:

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 Institutions Group (FIG) to partner with Relationship Managers to provide coverage to home office personnel at leading financial institutions within its Core Wealth channel to strengthen client relationships, expand investment product placement, and distribution opportunities.

The Director, Key Account Manager role is a critical position, focused on fostering high levels of client satisfaction by effectively addressing client needs and collaborating with teams across FI and Fidelity to implement various client-focused initiatives successfully.

Core responsibilities of a KAM include:

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

Coordinate and deliver firm due diligence questionnaires, RFIs, and custom reporting requirements

Facilitate client interactions with Fidelity Asset Management and Investment Specialists

Arrange FI's participation in firm conferences and help coordinate FI hosted due diligence events

Act as the central day-to-day contact for key home office clients, providing impeccable service

Maintain and manage internal resources to improve firm knowledge and engagement, including Salesforce, Firm Resource Center, FI Weekly Bulletin, playbooks, and account plans

The Expertise and Skills You Bring

Bachelor's Degree

Series 7 and 63

Passion for the financial or investment management industry

5 years of experience working in the Financial or Investment Management industry

Skills Required

Excellent interpersonal and communication skills

Positive attitude and strong work ethic

Self-motivated with a dedication to continuous self-improvement

Ability to thrive in a fast-paced and collaborative environment

Highly resourceful, organized, and capable of working independently while prioritizing

Quick learner with ability to adapt to new situations

Effective listening, communication, and presentation skills

Developing Investment acumen

The Team

Fidelity Institutional (FI) is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Category:Relationship Management

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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