Client Engagement Manager
6 days ago
Fidelity Investments is seeking a skilled Relationship Development Specialist to facilitate relationships with our most valuable and lucrative clients. As a key member of our team, you will inspire client dedication and engagement, developing long-term positive relationships with Fidelity.
Key Responsibilities- Manage a book of business and successfully market it for sales opportunities.
- Collaborate with the Relationship Manager team company-wide to deepen client relationships through long-term mentorship.
- Be responsible for the client contact strategy, building long-lasting meaningful relationships with clients.
- Drive targeted appointments that improve engagement with clients.
- Provide specialized service and standout experiences to clients.
- Be sales-focused and knowledgeable about financial planning.
- Have excellent communication skills, both written and verbal.
- Be an advocate for clients and professional with a polished communication style compatible with high net worth clientele.
- A college degree is encouraged, yet not required.
- 1-3 years in financial services with an emphasis on customer service.
- Sales experience and knowledge of the financial markets and products.
- Strong social skills and the ability to deliver highly personalized service to each client.
- Thrive in a compliance-driven, dynamic, and deadline-driven environment.
- Ability to think creatively and be comfortable making decisions.
- A series 7 and series 63 license that are current and in good standing.
- Obtain a series 65 license within 90 days of hire.
Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services.
CertificationsCertified Financial Planner / CFP- Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
About Fidelity InvestmentsFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
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