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Fidelity Manager Jobs in California (NOW HIRING)

Works as a close team with Program Director, Assistant Director and Regional Managers/Supervisors to ensure adherence to high fidelity wraparound principles * Provides initial and ongoing trainings ...

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Account Manager

San Diego, CA · On-site

$87K - $119K/yr

Our salaried account managers are responsible for selling benefits, retirement, and other ... Company Overview Founded in 1960, American Fidelity Assurance Company is a private, family-owned ...

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Fidelity Manager information

See California salary details

$24.2K

$58.7K

$114.5K

How much do fidelity manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for fidelity manager in California is $58,746.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $67,600.00 per year, depending on experience, location, and employer.

What is a fidelity manager?

A Fidelity Manager is a professional responsible for overseeing and maintaining the integrity and accuracy of records, assets, or investments, ensuring that company or client interests are protected against loss or fraud. They may work in industries such as finance, insurance, or asset management, managing processes related to compliance, risk assessment, and quality assurance. Their duties often include developing policies, conducting audits, and coordinating with other departments to ensure adherence to regulatory requirements. Effective Fidelity Managers possess strong analytical, communication, and organizational skills. They play a crucial role in safeguarding organizational reputation and client trust.

What are the key skills and qualifications needed to thrive as a fidelity manager?

To thrive as a Fidelity Manager, you generally need a background in finance, investment management, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management systems, financial analysis tools, and certifications like CFA or FINRA licenses are typically required. Exceptional analytical thinking, attention to detail, and strong interpersonal communication help build trust with clients and stakeholders. These competencies are critical for ensuring accurate portfolio management, compliance with industry regulations, and maintaining client satisfaction.

What are the most common challenges faced by a fidelity manager in ensuring compliance with industry regulations?

A Fidelity Manager often faces the challenge of staying current with frequently changing financial regulations and ensuring that all internal processes align with those standards. This involves coordinating with compliance teams, conducting regular audits, and providing training to staff on new policies. Managing these responsibilities while maintaining strong client relationships and minimizing operational risk can be demanding, but it is essential for the integrity and reputation of the organization. Strong communication skills and attention to detail are key to overcoming these challenges.

What is the difference between Fidelity Manager vs Fidelity Analyst?

AspectFidelity ManagerFidelity Analyst
Required CredentialsBachelor's degree, certifications like CFA often preferredBachelor's degree, certifications like CFA or related often preferred
Work EnvironmentOversees teams, manages client portfolios, strategic planningAnalyzes data, supports portfolio decisions, research-focused
Employer & Industry UsageFinancial services firms, asset management companiesFinancial firms, investment banks, asset management firms

Fidelity Managers typically oversee teams and client portfolios, requiring leadership skills and strategic planning, while Fidelity Analysts focus on data analysis and research to support investment decisions. Both roles are integral in financial services, but differ in responsibilities and scope.

What are the most commonly searched types of Fidelity jobs in California?

The most popular types of Fidelity jobs in California are:

What cities in California are hiring for Fidelity Manager jobs?

Cities in California with the most Fidelity Manager job openings:

Infographic showing various Fidelity Manager job openings in California as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, and 3% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $58,746 per year, or $28.2 per hour.

Wrap Fidelity Specialist

SAN DIEGO CENTER FOR CHILDREN

San Diego, CA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago


San Diego Center For Children rating

7.5

Company rating: 7.5 out of 10

Based on 6 frontline employees who took The Breakroom Quiz


Job description

By joining the San Diego Center for Children, you will empower children and families through transformative mental health care and educational services. Our vision is to inspire a world where children and families live joyful, healthy lives. We serve over 1,000 people every day - are you ready to make an impact?

Join us - and work with purpose!

POSITION BENEFITS

  • Team-oriented, Multidisciplinary Approach
  • Ongoing, High-Level Learning and Development Opportunities
  • Culturally Diverse Environment
  • Joint Commission Accredited Organization
  • Comprehensive Health Insurance (Medical, Dental, Vision, Pet)
  • Retirement Savings Plan: 403(b) - With Employer Match Up To 3%
  • Generous Paid Time Off (Vacation, Sick Leave, Holidays)
  • Wellness Programs
  • EAP - Employee Assistance Program
  • Employee Discounts For Those Pursuing a Higher Education
  • Employee Discounts
  • Employee Recognition Program
  • Opportunities for Career Advancement
  • May Be Eligible For State or Federal Loan Forgiveness Programs For Work With Underserved Populations
  • All Offsite Programs Have a Bonus Structure

SUMMARY

Wrap Fidelity Specialists will assure fidelity to open process wraparound concepts, trauma informed care, and ensure Children's System of Care principles are adhered to in program wraparound services; Provide extensive training and coaching in the field to program staff to support high fidelity efforts. Hold a small caseload of wraparound families. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Works as a close team with Program Director, Assistant Director and Regional Managers/Supervisors to ensure adherence to high fidelity wraparound principles
  • Provides initial and ongoing trainings on high fidelity wraparound principles, phase, and skill sets to staff
  • Provides formal and informal coaching in team meetings, supervisions, and one-on-one to program staff
  • Utilizes wraparound fidelity measurements, and measurement results, to offer feedback to program staff, families, and youth on fidelity efforts and for use in action planning
  • Elevates performance concerns of staff to management
  • Provides coverage for ICC's and family partners (in event of vacations/leave of absence/termination from program) whose teams they have coached previously to allow for continuity of care, and/or carries small caseload of families - Provides collateral, crisis intervention, rehab, and case management support to teams
  • Provides high fidelity wraparound training to families, stakeholders and community partners
  • Maintains accurate, complete, and timely case records per requirements of licensing and private payers, Medi-Cal requirements, and facility policies
  • Required to work 3-4 evenings per week for in-field coaching or working with own families
  • Maintains clear, effective, and open communication between multi-disciplinary clinical staff, and administrative personnel within and between SDCC programs
  • Fulfills training requirements including SmartCare, high fidelity wraparound, cultural competency, HIPAA, and all applicable human resource trainings
  • Maintains current BBS licensure, associate registration, or certified peer support specialist certification as appropriate.
  • Other duties as assigned by manager/director

LANGUAGE SKILLS

Ability to read, analyze, and interpret medical records, journals, reports, and legal documents; Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community; Ability to effectively present information to management and public groups

REASONING ABILITY

Ability to read, analyze, and interpret medical records, journals, reports, and legal documents; Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community; Ability to effectively present information to management and public groups

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonableaccommodationsmay be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employeeis regularly required tostand; walk; sit; use hand to finger; or feel; reach with hands and arms; and talk or hear. Due to the emotional instability of the clients the employee may be subjected to kicking, hitting, punching, biting, hair pulling,etc.Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. While performing the duties of this job, the employee is occasionally exposed to outside weather conditions. The noise level in the work environment is usually moderate. Most services will be provided in or near the homes of the families we serve. Employees are considered essential service providers and will be expected to work with families in need during pandemics or natural disasters.

DIVERSITY STATEMENT

The San Diego Center for Children is committed to:

  • Actively recruiting, retaining, and supporting diverse staff at all levels of the organization
  • Ensuring that diverse perspectives are included in the development and implementation of policies, practices and services, and that individuals feel empowered to advance our mission within an atmosphere of trust, safety, and respect
  • Encourage and provide access to professional development in order to deliver equitable and culturally informed services to the population we serve.

MINIMUM REQUIREMENTS:

  • Valid California Driver's License
  • Experience facilitating a wraparound team process
  • Two years of experience working in a high fidelity wraparound program
  • High School Diploma or GED for applicants who are lived experts of systems
  • Bachelor's Degree for applicants who are not consumers or caregivers of consumers
  • Registered Associate or Licensed with the BBS in social work, psychology, professional clinical counseling, or marriage and family therapy in the state of California for those applying with a Master's Degree
  • Excellent verbal and written communication skills
  • Ability to work effectively within a multidisciplinary team

PREFERRED QUALIFICATIONS:

  • Peer Support Certification
  • Proficient in SmartCare (online medical records system)
  • Bilingual in Spanish
  • Experience providing training, education, or coaching to adults

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