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Fidelity Manager Salary Jobs (NOW HIRING)

Fidelity Investments

Senior Manager, Tax

Covington, KY · On-site

$89K - $180K/yr

Fidelity will not provide immigration sponsorship for this position. The Role Are you a tax ... Base salary is only part of the total compensation package. Depending on the position and ...

Fidelity Investments

Senior Manager, Tax

Westlake, TX · On-site

$89K - $180K/yr

Fidelity will not provide immigration sponsorship for this position. The Role Are you a tax ... Base salary is only part of the total compensation package. Depending on the position and ...

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Fidelity Manager Salary information

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$24.5K

$59.5K

$116K

How much do fidelity manager salary jobs pay per year?

As of Aug 21, 2026, the average yearly pay for fidelity manager salary in the United States is $59,525.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $68,500.00 per year, depending on experience, location, and employer.

What is a fidelity manager?

A Fidelity Manager is a professional responsible for overseeing the management and compliance of assets, investments, or operations within an organization, often in the finance or retirement services sectors. Their role includes ensuring that investment strategies align with clients’ goals and regulatory requirements. The salary for a Fidelity Manager varies based on experience, location, and company size, but in the United States, the average annual salary typically ranges from $80,000 to $120,000, with the potential for bonuses and additional benefits. Compensation can be higher in major financial hubs or with significant experience.

What are some common challenges fidelity managers face when overseeing client portfolios?

Fidelity Managers often navigate the challenge of balancing clients’ risk tolerance with their long-term financial goals, especially in volatile markets. They must stay updated on market trends, regulatory changes, and evolving investment products to make informed decisions. Additionally, clear communication with clients and team members is crucial, as managers frequently collaborate with analysts and advisors to ensure portfolio strategies align with client expectations. These factors require strong analytical skills, adaptability, and a client-focused mindset.

What are the key skills and qualifications needed to thrive as a fidelity manager, and why are they important?

To thrive as a Fidelity Manager, you need strong financial analysis abilities, expertise in investment management, and a relevant degree such as finance or accounting. Familiarity with portfolio management software, compliance systems, and possibly certifications like CFA or CFP are typically required. Excellent communication, leadership, and decision-making skills help build client trust and manage teams effectively. These competencies are essential for delivering sound investment advice, ensuring regulatory compliance, and achieving client satisfaction in a competitive financial environment.

What is the difference between Fidelity Manager Salary vs Financial Advisor Salary?

AspectFidelity Manager SalaryFinancial Advisor Salary
Required CredentialsSeries 7, Series 63/65, CFP (preferred)Series 7, Series 63/65, CFP (preferred)
Work EnvironmentFinancial services firms, corporate officesIndependent or firm-based, client-facing
Employer & Industry UsageMajor financial institutions, asset managementFinancial planning firms, banks, independent advisors
Common Search & ComparisonYesYes

Fidelity Managers and Financial Advisors often share similar credentials and work environments, but Fidelity Managers typically focus on overseeing investment strategies within Fidelity's corporate structure, while Financial Advisors directly serve clients with personalized financial planning. Salary differences reflect these roles' responsibilities and client interaction levels.

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Fidelity Manager Salary jobs near you
Infographic showing various Fidelity Manager Salary job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $59,525 per year, or $28.6 per hour.

Relationship Manager - Washington, DC

Fidelity Investments

Washington, DC • On-site

$48K - $91K/yr

Full-time

Medical, Retirement, PTO

Posted 10 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Relationship Manager helps facilitate relationships with Fidelity's most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. Through your honesty and integrity, we know you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.
The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • 1-3 years in financial services with an emphasis in providing an excellent customer experience
  • Ability to find success in a dynamic, deadline driven, and detailed compliance environment
  • Planning experience and knowledge of financial markets and products
  • Strong social skills and the ability to deliver highly personalized service to each client
  • Ability to think creatively and be comfortable making decisions with the support of your team
  • Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
  • Ability to facilitate targeted appointments that drive meaningful client engagement
  • Client-focused mindset and brings strong financial planning insight
  • Vested interest in being an advocate for clients
  • Professional, with a polished communication style
  • Demonstrate coachability, collaboration, and curiosity as core strengths

The Team
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding. You are key to the Fidelity relationship strategy. You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.
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.
The base salary range for this position is $48,000-91,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Relationship Management

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