Relationship Manager

Fidelity Investments is seeking a Relationship Manager to facilitate relationships with their most valuable clients. This role involves nurturing a book of business, inspiring client dedication, and ensuring that client needs are prioritized while collaborating with the Financial Consultants.

Responsibilities

• Facilitating relationships with Fidelity’s most valuable clients
• Inspiring client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity
• Nurturing a book of business and successfully finding opportunities to add value to the relationship
• Keeping the Financial Consultants organized and ensuring the daily work is carried with the client’s needs top of mind
• Setting targeted appointments that improve engagement with clients
• Being client oriented and bringing great perspective on financial planning
• Advocating for clients and maintaining a polished communication style compatible with high net worth clientele
• Collaborating with the Relationship Manager team company wide and being responsible for the client contact strategy

Skills

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• 1-3 years in financial services with an emphasis in providing an excellent customer experience
• Planning experience and knowledge of financial markets and products
• Strong social skills and the ability to deliver highly personalized service to each client
• Ability to find success in a dynamic, deadline driven, and detailed compliance environment
• Ability to think creatively and be comfortable making decisions with the support of your team
• Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment
• Tuition reimbursement
• Learning resources to develop your career

Company Overview