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$46K

$134.4K

$219.5K

How much do fidelity managing director jobs pay per year?

As of Jun 25, 2026, the average yearly pay for fidelity managing director in the United States is $134,445.00, according to ZipRecruiter salary data. Most workers in this role earn between $96,000.00 and $175,000.00 per year, depending on experience, location, and employer.

How much does a Fidelity managing director make?

A Fidelity managing director typically earns between $250,000 and $500,000 annually, including base salary, bonuses, and incentives. Compensation varies based on experience, performance, and specific responsibilities within the firm.

What does a managing director do at Fidelity?

A managing director at Fidelity is a senior executive responsible for overseeing business units, developing strategic plans, and managing client relationships. They often lead teams, ensure compliance with regulations, and drive company growth through leadership and decision-making skills.

What's the highest paying position in Fidelity?

In Fidelity, the highest paying position is typically the Chief Executive Officer (CEO) or other executive leadership roles such as Chief Investment Officer or Chief Financial Officer. These roles often have the highest compensation packages, including base salary, bonuses, and stock options, reflecting their strategic responsibilities within the company.

What is Fidelity's 45% rule?

Fidelity's 45% rule refers to a guideline used in financial planning and investment management, suggesting that an investor should aim to keep their total annual expenses within 45% of their gross income to maintain financial stability. For managing portfolios, it emphasizes balancing risk and ensuring sufficient liquidity, often requiring strong analytical skills and familiarity with investment strategies.
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Fidelity Managing Director jobs near you
Wealth Advisor, Managing Director

Wealth Advisor, Managing Director

BakerAvenue

San Francisco, CA • On-site

$200K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples.
At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients. Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share.
BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion.
The Role:
We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners.
The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role.
This position will be part of our San Francisco team and the ideal candidate will live in the bay area. This is a hybrid role that does not require being in the office on a daily basis.
Responsibilities:
  • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio.
  • Assess client's overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy
  • Prepare customized proposals for clients and prospective clients
  • Assists in the development of complex and highly customized financial portfolios
  • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations
  • Develop asset allocations to meet clients' risk profile and time horizon
  • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings
  • Co-manage and provide leadership within the team
  • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients
  • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.)
  • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory
  • Conduct branch marketing meetings and training for the advisors of our custodial partners

Qualifications:
  • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work
  • Demonstrated business development track record
  • CFP® required. Other credentials a plus
  • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field
  • Very strong knowledge of finance and capital markets required
  • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies
  • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis
  • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career
  • Strong abilities to multi-task, manage various client requests and effectively prioritize
  • Unquestioned commitment to integrity in personal and professional activities
  • Demonstrated ability to work effectively in a team environment
  • Confidence to work directly with senior leaders and high-net worth clients

Benefits:
  • Medical / Dental / Vision / Life / Disability Insurance
  • High-deductible plan option with health savings account
  • Employee assistance program
  • Wellness allowance - $75 monthly
  • Bereavement leave - 3 days paid for immediate family member or pet
  • 401k with 3% match
  • Commuter benefits
  • Parental bonding leave - up to 100% of salary for 12 weeks
  • Donation match - up to $500 annually
  • Birthday PTO
  • Learning and Development stipend - up to $1000 annually
  • Volunteer PTO - 1 day per quarter
  • Monthly cell phone allowance - $75 monthly

BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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