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.ResponsibilitiesFacilitating relationships with Fidelity’s most valuable clientsInspiring client dedication and engagement in order to develop long-lasting, positive relationships with FidelityNurturing a book of business and successfully finding opportunities to add value to the relationshipKeeping the Financial Consultants organized and ensuring the daily work is carried with the client’s needs top of mindSetting targeted appointments that improve engagement with clientsBeing client oriented and bringing great perspective on financial planningAdvocating for clients and maintaining a polished communication style compatible with high net worth clienteleCollaborating with the Relationship Manager team company wide and being responsible for the client contact strategySkillsFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire1-3 years in financial services with an emphasis in providing an excellent customer experiencePlanning experience and knowledge of financial markets and productsStrong social skills and the ability to deliver highly personalized service to each clientAbility to find success in a dynamic, deadline driven, and detailed compliance environmentAbility to think creatively and be comfortable making decisions with the support of your teamDegree 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 oneBenefitsComprehensive health care coverageEmotional well-being supportMarket-leading retirementGenerous paid time offParental leaveCharitable giving employee match programEducational assistance including student loan repaymentTuition reimbursementLearning resources to develop your careerCompany OverviewFidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.



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