Relationship Manager
6 days ago
Job Description: Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For 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 The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind. The Skills You Bring You are able to facilitate setting targeted appointments that improve engagement with clients You are client oriented and bring great perspective on financial planning You have a vested interest in being an advocate for your clients You are professional with a polished communication style compatible with high net worth clientele Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding The Value You Deliver You are key to the Fidelity relationship strategy Deepening client relationships through long term mentorship Collaborating with the Relationship Manager team company wide Being responsible for the client contact strategy Building long-lasting meaningful relationships with clients Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Relationship Management Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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Relationship Manager IV
9 hours ago
Schiller Park, United States Brown Brothers Harriman Full timeRelationship Manager IV - Private Banking At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your...
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Schiller Park, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals, families, and institutions by remaining true to our enduring...
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Relationship Mgr, Institut AM
7 hours ago
Schiller Park, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals, families, and institutions by remaining true to our enduring...
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Senior Sales Relationship Manager
4 days ago
Schiller Park, United States Associated Banc-Corp Full timeAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Under limited supervision, responsible for servicing...
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Senior Sales Relationship Manager
10 hours ago
Schiller Park, United States Associated Banc-Corp Full timeAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Under limited supervision, responsible for servicing...
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Manager
1 week ago
Schiller Park, United States www.workasaservice.ai Full timeResponsibilities Coordinate internal resources and third parties/vendors for the flawless execution of projects. Ensure that all projects are delivered on-time, within the scope, and within budget. Develop project scopes and objectives, involving all relevant stakeholders and ensuring technical feasibility. Ensure resource availability and allocation....
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Manager
1 week ago
Schiller Park, United States www.workasaservice.ai Full timeResponsibilities Coordinate internal resources and third parties/vendors for the flawless execution of projects. Ensure that all projects are delivered on-time, within the scope, and within budget. Develop project scopes and objectives, involving all relevant stakeholders and ensuring technical feasibility. Ensure resource availability and allocation....
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Managing Director
1 week ago
Schiller Park, United States Oxford Financial Group, Ltd. Full timeThe Managing Director provides financial services to ultra-high-net-worth (UHNW) individuals and families, including financial planning, investment strategy and implementation. This individual will manage existing client relationships, participate in new business development activities and help formulate and implement investment and financial planning...
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Account Manager
4 weeks ago
Schiller Park, United States Levata Full timeDescription Do you want to be part of a company with tremendous growth? Are you highly motivated on driving your career to success? Do you enjoy building relationships with current customers? If so, you should be at Levata At Levata, we believe in making your journey with us seamless, impactful, and filled with opportunities to elevate your potential. As we...
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Manager
7 days ago
Schiller Park, United States Waylinpartners Full timeWaylin focuses on providing leading private equity firms with best-in-class finance, accounting, and data analytics services to optimize and automate back-office functions of portfolio companies. Description: Waylin Partners, a leading provider of FP&A and accounting consulting services, is looking for a Manager who is passionate about providing solutions to...
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Manager
7 days ago
Schiller Park, United States Waylinpartners Full timeWaylin focuses on providing leading private equity firms with best-in-class finance, accounting, and data analytics services to optimize and automate back-office functions of portfolio companies. Description: Waylin Partners, a leading provider of FP&A and accounting consulting services, is looking for a Manager who is passionate about providing solutions to...
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Business Relationship Manager
4 weeks ago
monterey park, United States East West Bank Full timeIntroductionSince 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
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Business Relationship Manager
1 week ago
Monterey Park, United States East West Bank Full timeIntroduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
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Sales Relationship Manager
7 days ago
Hanover Park, Illinois, United States EFC International Full timeAre you a highly motivated and experienced sales professional looking for a challenging role in account management?EFC International, a leading company in the industry, is seeking a Sales Relationship Manager to join their team in Hanover Park, IL.About the RoleWe are looking for a skilled and results-driven individual to manage customer relationships,...
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Account Manager
4 weeks ago
Schiller Park, United States Levata Full timeDescriptionDo you want to be part of a company with tremendous growth?Are you highly motivated on driving your career to success? Do you enjoy building relationships with current customers?If so, you should be at LevataAt Levata, we believe in making your journey with us seamless, impactful, and filled with opportunities to elevate your potential. As we...
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Business Relationship Manager
1 month ago
Monterey Park, United States East West Bank Full timeIntroduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
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Pharmacy Relationship Manager
5 months ago
Overland Park, United States America's Pharmacy Group, LLC Full timeWhether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer...
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Account Manager
4 weeks ago
Schiller Park, United States Acosta Full timeJob DescriptionThe Account Manager primary responsibilities include: client relationship building, event/program planning, event/program logistics, event/program execution, vendor and partner negotiation/management, influencer selection/management, budget development and tracking, talent acquisition, training and field execution and final reporting...
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Account Manager
4 weeks ago
Schiller Park, United States Vollrath Full timeThe Account Manager is responsible for managing an account portfolio of both existing and new customers, cultivating relationships, meeting sales objectives that are consistent with the companys strategic plan and maintaining customer retention. Key Responsibilities Achieve or exceed sales goals within assigned portfolio year over year. Call on, train, and...
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Account Manager
4 weeks ago
Schiller Park, United States Vollrath Full timeThe Account Manager is responsible for managing an account portfolio of both existing and new customers, cultivating relationships, meeting sales objectives that are consistent with the companys strategic plan and maintaining customer retention. Key Responsibilities Achieve or exceed sales goals within assigned portfolio year over year. Call on, train, and...