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Fidelity Manager information

See Utah salary details

$22.3K

$54.2K

$105.6K

How much do fidelity manager jobs pay per year?

As of Aug 11, 2026, the average yearly pay for fidelity manager in Utah is $54,190.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $62,400.00 per year, depending on experience, location, and employer.

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 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 most commonly searched types of Fidelity jobs in Utah? The most popular types of Fidelity jobs in Utah are:
What cities in Utah are hiring for Fidelity Manager jobs? Cities in Utah with the most Fidelity Manager job openings:
Fidelity Manager jobs near you

Investment Management Consultant II - Salt Lake City, UT

Fidelity Investments

Salt Lake City, UT • On-site

Full-time

Re-posted 10 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

Job Description:

Investment Management Consultant II

Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client's Financial Consultant team. This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services' voice to the customer.

The Expertise We're Looking For

  • FINRA Series 7 & 66 licensed and hold appropriate state registrations
  • Minimum of 4 years of previous financial services experience
  • Bachelor's degree or equivalent experience; Professional designation (CFP) preferred.
  • Deep understanding of managed account industry and Fidelity's managed offerings.
  • Broad-based knowledge and understanding of general financial planning concepts, including managed solutions.
  • Demonstrated customer service, relationship management, and sales skills.

The Skills You Bring

  • Broad-based knowledge and understanding of financial planning, financial investments, global economics, and determinants of market movements.
  • Deep understanding of asset allocation, tax planning, and estate planning to service each client's distinct investment needs.
  • Shown strong needs based/consultative sales skills and client/book management skills.
  • Excellent time management and organizational skills, effective phone communicator, and aptitude for decision-making and good judgment
  • Strong verbal and written communication skills.

The Value You Deliver

  • Sharing your expertise with clients on the managed money industry and Fidelity's product line including existing products and the launch of future products to meet client needs
  • Managing a diverse book of 1:1 covered clients with assets under management while actively partnering with the Wealth Management Team to deliver comprehensive advisory support.
  • Builds strong, trustbased partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
  • Participating in joint phone calls with Financial Consultants and clients for Annual Plan Reviews, presenting recommendations, retention/at risk conversations and additional sales opportunities
  • Conducting pre and post sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies
  • Demonstrating effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Personal and Workplace Advisors LLC| utilizing internal support resources
  • Effective profiling, funding, investing procedures, risk mitigation and compliance oversight.
  • Engaging with clients reactively and dedicatedly through effective practice management

OurInvestment in You

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 ourbenefit programsare designed to help you and your family strike the right balance.

Note: Fidelity will not provide immigration sponsorship for this position.

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:Series 07 - FINRA, Series 66 - FINRACategory:Sales

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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