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Fidelity Manager Jobs in Wisconsin (NOW HIRING)

American Fidelity

Sales Account Manager

Green Bay, WI · On-site

$87K - $119K/yr

Our salaried, career Account Managers are responsible for selling worksite insurance products and ... National Presence - American Fidelity conducts business within 49 states, employing salaried ...

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Fidelity Manager information

See Wisconsin salary details

$24.7K

$60.1K

$117.1K

How much do fidelity manager jobs pay per year?

As of Sep 9, 2026, the average yearly pay for fidelity manager in Wisconsin is $60,082.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $69,100.00 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 Wisconsin?

The most popular types of Fidelity jobs in Wisconsin are:

Fidelity Manager jobs near you
Infographic showing various Fidelity Manager job openings in Wisconsin as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $60,082 per year, or $28.9 per hour.

Relationship Manager- Milwaukee, WI

Brookfield, WI • On-site

Fidelity Investments
Investment Management and Consulting Services • 10K+ employees
Learn more about Fidelity Investmentsexternal

Full-time

Posted 13 days ago

Key responsibilities

  • Support the branch team by strengthening client relationships and supporting daily client activities.

  • Facilitate targeted appointments to drive meaningful client engagement and develop long-lasting relationships.

  • Assist in cultivating a book of business and identifying opportunities to add value to client relationships.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description

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.

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