Relationship Manager

About This Role

This role is for a Relationship Manager who will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. You will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity, learn to cultivate a book of business, and find opportunities to add value to client relationships.

Responsibilities

• Help facilitate relationships with Fidelity’s most valuable clients
• Support the branch team by strengthening client relationships
• Keep Financial Consultants organized
• Ensure daily activities are aligned with client needs
• Cultivate a book of business and successfully find opportunities to add value to client relationships
• Facilitate targeted appointments that drive meaningful client engagement
• Deepen client relationships through long-term mentorship
• Collaborate with the Relationship Manager team company-wide
• Be responsible for the client contact strategy
• Build long-lasting meaningful relationships with clients

Requirements

• 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 on providing an excellent customer experience
• Ability to find success in a dynamic, deadline-driven, and detailed compliance environment
• 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 think creatively and be comfortable making decisions with the support of your team
• Client-focused mindset and strong financial planning insight
• Vested interest in being an advocate for clients
• Professional, with a polished communication style
• Demonstrate coachability, collaboration, and curiosity as core strengths

Nice to have:

• Degree and/or other professional certifications (e.g., CFP)

Benefits

• Competitive total rewards package
• Stable base salary
• Benefit programs designed to help you and your family strike the right balance
• Tuition Reimbursement program
• In-branch, regional, national, and virtual training and onboarding

Important Details

• Fidelity will not provide immigration sponsorship for this position

About the Company

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.