In an effort to sell more products through financial advisers, Fidelity Investments announced Monday that it plans to reorganize hundreds of its employees.
Fidelity launched a new “client experience organization” in its institutional division designed to give a single point of contact to independent advisors, broker-dealers, traders and family offices. The company said this initiative, which will be run by Maggie Serravalli, will work across each of Fidelity’s institutional businesses, Fidelity Institutional Wealth Services, National Financial, Fidelity Family Office Services and Fidelity Capital Markets, to support the more than 4,000 institutional client firms, from the initial sales process to day-to-day interactions and ongoing relationship management.
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