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Client Experience Account Manager

Fidelity InvestmentsWestlake, TX

Posted Oct 12, 2026

What you’d do

Serve as the single point of contact for ultra-high net worth donors and their advisors on donor-advised fund accounts, handling policy and transactional questions, daily prioritization, and proactive problem prevention and resolution. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

  • No immigration sponsorship available
  • Experience serving ultra-high net worth clients
  • Client service and relationship management
  • Knowledge of donor-advised funds and philanthropy

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