What are the responsibilities and job description for the Advisor Experience Relationship Analyst position at Leadership Triangle?
Fidelity
IT, Customer Service
Durham, NC, USA
Posted on May 5, 2026
Apply now
Sales & Relationship Management
Advisor Experience Relationship Analyst
Published: May 05
ID: 2128254
Time onsite: blend of both onsite and offsite work (~50%)
Hybrid
Location
Associate
Job Description
Are you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? An Advisor Experience Relationship Analyst is the entry level role to relationship management responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor’s goals, and facilitate solutions for very sophisticated transactions and client issues. The Relationship Analyst optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come.
The Expertise And Skills You Bring
Education: Bachelor’s degree is required, a Master’s degree not required but favorable.
Experience: 3 years of relevant experience is required
The Team
The Advisor Experience team is a dedicated group of professionals who provide outstanding service while driving ideal solutions and behavior from ultra-high net worth Donors and Strategic Advisor Firms, the most sophisticated relationships, and highly valued accounts within Fidelity Charitable! As a member of this diverse team, we serve as the single points of contact for Strategic Advisory Firms which represent Billions of dollars in managed DAF Assets! These Donors and Advisory Firms have critical relationships across many parts of the Fidelity Enterprise including, Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and with Fidelity Family Office Services (FFOS). As such, our team must ensure a positive service experience as these relationships can have far reaching implications.
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Certifications
Category:
Client Service
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.
Apply
All fields are required.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Benefits
Company overview
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
AI Guidelines
Learn about our guidelines for use of AI when applying for a Fidelity job
Return to job search
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Advisor Experience Specialist
Client Service Manager I / II / III - (Custody) - Wealth Client Experience
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See more open positions at Fidelity
IT, Customer Service
Durham, NC, USA
Posted on May 5, 2026
Apply now
Sales & Relationship Management
Advisor Experience Relationship Analyst
Published: May 05
ID: 2128254
Time onsite: blend of both onsite and offsite work (~50%)
Hybrid
Location
- Westlake, TX
- Salt Lake City, UT
- Durham, NC
- Sales & Relationship Management
Associate
Job Description
Are you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? An Advisor Experience Relationship Analyst is the entry level role to relationship management responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor’s goals, and facilitate solutions for very sophisticated transactions and client issues. The Relationship Analyst optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come.
The Expertise And Skills You Bring
Education: Bachelor’s degree is required, a Master’s degree not required but favorable.
Experience: 3 years of relevant experience is required
- Overseeing advisory firm relationships which include communications, annual trainings and onboarding support, and learning resource management
- Ability to manage multiple priorities and address potential impediments that impact delivery commitments
- Escalation remediation and prevention by deploying strategic, forward thinking consultation
- Ability to influence partners to accomplish key priorities
- Your outstanding mentoring and leadership skills, and ability to empower new associates to grow and develop
- Your ability to effectively coach others, both internal and external partners
- Your relationship expertise, leading with empathy while executing on key initiatives and change management
- Experience with Project Management principles to drive transformation and execution
- Knowledgeable of / willing to learn other team’s processes to minimize NIGO requests
- Relationship Management of UHNW firms
- Experience driving improvements in streamlining organizational processes with clients
- Ability to take initiative in an organized manner
- Strong written and verbal communication skills
- Ability to influence outcomes and pivot as new initiatives and priorities emerge
- Weighs the costs, benefits, risks, and changes for success before recommending a course of action
- Understanding of various Legal, Risk, and Compliance topics to ensure positive client experience
The Team
The Advisor Experience team is a dedicated group of professionals who provide outstanding service while driving ideal solutions and behavior from ultra-high net worth Donors and Strategic Advisor Firms, the most sophisticated relationships, and highly valued accounts within Fidelity Charitable! As a member of this diverse team, we serve as the single points of contact for Strategic Advisory Firms which represent Billions of dollars in managed DAF Assets! These Donors and Advisory Firms have critical relationships across many parts of the Fidelity Enterprise including, Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and with Fidelity Family Office Services (FFOS). As such, our team must ensure a positive service experience as these relationships can have far reaching implications.
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Certifications
Category:
Client Service
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.
Apply
All fields are required.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Benefits
Company overview
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
AI Guidelines
Learn about our guidelines for use of AI when applying for a Fidelity job
Return to job search
Similar Jobs
Advisor Experience Specialist
- Sales & Relationship Management Published: Apr 26
- Westlake, TX / Salt Lake City, UT
Client Service Manager I / II / III - (Custody) - Wealth Client Experience
- Sales & Relationship Management Published: Apr 26
- Westlake, TX
Sr. Manager, Implementation - Wealth Client Experience
- Sales & Relationship Management Published: Apr 26
- Westlake, TX
Not finding the right fit?
Create a profile in our Talent Network to receive alerts for opportunities that match your interest.
Sign up
Apply now
See more open positions at Fidelity