Advisor Experience Manager
Core
Primary operational and escalation partner to Fidelity Wealth Advisors, resolving client issues and coordinating support across internal stakeholders to ensure advisors operate efficiently.
Role type
Senior IC Advisor Experience Manager
Builds
Seamless advisor experience and operational efficiency within the Fidelity Wealth ecosystem
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Escalation management, Cross-functional coordination, Operational judgment, Relationship management, Stakeholder navigation, Process optimization, Risk awareness, Advisor business model knowledge
Preferred skills
Executive presence, Problem-solving, Prioritization, Adaptability
Technologies
None stated
Responsibilities
Serve as primary point of contact for advisor questions and escalations; Partner with advisors on complex business situations; Liaise with Compliance and Operations to drive issue resolution; Identify recurring themes to improve advisor experience; Provide insights to leadership on process friction.
Seniority
Senior, hands-on IC
