Relationship Manager- Century City, CA

Fidelity Investments is focused on fostering relationships with their most valuable clients. As a Relationship Manager, you will facilitate client engagement and nurture a book of business to deepen relationships, ensuring clients' needs are prioritized. Responsibilities Facilitating relationships with Fidelity’s most valuable clients Inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity Nurture a book of business and successfully find opportunities to add value to the relationship Keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind Facilitate setting targeted appointments that improve engagement with clients Be client oriented and bring great perspective on financial planning Be an advocate for your clients Maintain a polished communication style compatible with high net worth clientele Collaborate with the Relationship Manager team company wide Be responsible for the client contact strategy Build long-lasting meaningful relationships with clients Skills FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 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 Fidelity’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