Fidelity Investments is a financial services company seeking a Relationship Manager to facilitate relationships with their most valuable clients. The role involves nurturing a book of business, finding opportunities to deepen client relationships, and ensuring the needs of clients are prioritized.
Responsibilities
- Facilitating relationships with Fidelity’s most valuable clients
- Inspire client dedication and engagement
- Develop long-lasting, positive relationships with Fidelity
- Nurture a book of business
- Successfully find opportunities to add value to the relationship
- Keep the Financial Consultants organized
- 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 a vested advocate for your clients
- Maintain a professional 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 & 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 and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and 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 https://www.fidelity.com.