Relationship Manager

2 days ago


Bethesda, Maryland, United States Fidelity Investments Full time
About the Role

We are seeking a skilled Relationship Manager to join our team at Fidelity Investments. As a key member of our branch team, you will be responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.

Key Responsibilities
  • Facilitate setting targeted appointments to improve client engagement
  • Bring a client-oriented perspective on financial planning
  • Act as an advocate for clients and provide professional communication
  • Collaborate with the Relationship Manager team company-wide
  • Develop and implement client contact strategies
What We Offer

Fidelity Investments is committed to providing a competitive total rewards package, including a stable base salary, to recognize associate achievements. 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.

Requirements
  • 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
Benefits

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.


  • Relationship Manager

    2 weeks ago


    Bethesda, Maryland, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will work closely with the Financial Consultants to keep them organized and ensure that the daily work...


  • Bethesda, Maryland, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity Investments is seeking a skilled Relationship Manager to facilitate relationships with our most valuable clients. As a key member of our team, you will inspire client dedication and engagement through your honesty and integrity. Your role will involve nurturing a book of business and finding opportunities to add value to the...

  • Relationship Manager

    4 weeks ago


    Bethesda, Maryland, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity TalentSource LLC is seeking a skilled Relationship Manager to facilitate relationships with our most valuable clients. As a key member of our team, you will inspire client dedication and engagement through your honesty and integrity. You will learn how to nurture a book of business and successfully find opportunities to add value to the...


  • Bethesda, Maryland, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity Investments is seeking a skilled Relationship Manager to facilitate relationships with our most valuable clients. As a key member of our team, you will inspire client dedication and engagement, developing long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find...

  • Relationship Manager

    2 weeks ago


    Bethesda, Maryland, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity Investments is seeking a skilled Relationship Manager to facilitate relationships with our most valuable clients. As a key member of our team, you will inspire client dedication and engagement, developing long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find...


  • Bethesda, Maryland, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity Investments is seeking a skilled Relationship Manager to facilitate relationships with our most valuable clients. As a key member of our team, you will inspire client dedication and engagement, developing long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find...

  • Relationship Manager

    3 weeks ago


    Bethesda, Maryland, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a skilled Relationship Manager to join our team at Fidelity Investments. As a key member of our branch team, you will be responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.The Expertise We re Looking For:FINRA Series 7 & 63 licensed; Series 65 or 66 licensed...


  • Bethesda, Maryland, United States Credito Real USA Finance Full time

    Job Title: Experienced Dealer Relationship ManagerWe are seeking a highly motivated and experienced Dealer Relationship Manager to join our team at Credito Real USA Finance. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our dealer partners, identifying new business opportunities, and driving...


  • Bethesda, Maryland, United States Credito Real USA Finance Full time

    Unlock Your Potential as a Top-Performing Area Sales ManagerWe are a leading automobile loan provider seeking ambitious and highly personable Area Sales Managers (Bilingual Spanish) to expand our dealer base. As a key member of our team, you will partner closely with our current dealer partners and acquire new dealers to drive business growth.Key...


  • Bethesda, Maryland, United States Crédito Real USA Finance Full time

    Job OpportunityWe are seeking a highly motivated and experienced Area Sales Manager to join our team at Crédito Real USA Finance. As a key member of our sales team, you will be responsible for expanding our dealer base and building strong relationships with our current dealer partners.This is an excellent opportunity for a sales professional who is driven...

  • Relationship Banker

    1 month ago


    Bethesda, Maryland, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and providing them with tailored solutions to meet their financial needs.Key...


  • Bethesda, Maryland, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions and exceptional customer...

  • Sales Manager

    23 hours ago


    Bethesda, Maryland, United States Crescent Hotels & Resorts Full time

    About the RoleWe are seeking a highly motivated and experienced Sales Manager to join our team at the Bethesdan Hotel, Tapestry Collection by Hilton. As a Sales Manager, you will be responsible for driving revenue growth and managing accounts to achieve guest satisfaction and exceed revenue goals.Key ResponsibilitiesConduct site visits and perform outside...

  • Sales Manager

    3 weeks ago


    Bethesda, Maryland, United States Crescent Hotels and Resorts Full time

    About UsCrescent Hotels & Resorts is a hospitality company that prides itself on delivering exceptional experiences for its guests. We are a team of professionals who are deeply connected to our work and passionate about creating memorable moments for our guests.Job DescriptionWe are seeking a Sales Manager to join our team at the Bethesdan Hotel, Tapestry...


  • Bethesda, Maryland, United States The Ford Agency Full time

    Foundation Relations ManagerThe Ford Agency is seeking a highly skilled Foundation Relations Manager to join a local non-profit organization that provides critical support to families dealing with acute medical concerns. As a key member of the development team, you will be responsible for building and maintaining strategic relationships with individual and...


  • Bethesda, Maryland, United States Greene Resources Full time

    Job Title: Account ManagerJob Summary:We are seeking an experienced Account Manager to join our team at Greene Resources. As an Account Manager, you will be responsible for managing and maintaining a portfolio of client relationships, providing exceptional service and support to ensure client satisfaction and retention.Key Responsibilities:Manage and...

  • Account Manager

    2 days ago


    Bethesda, Maryland, United States Govplace, Inc Full time

    Job Title: Account ManagerGovplace, Inc is seeking a highly motivated and experienced Account Manager to join our team. As an Account Manager, you will be responsible for generating revenue by implementing our sales strategy, prospecting and building new business opportunities, and providing support to our Account Executives.Key Responsibilities:Develop and...


  • Bethesda, Maryland, United States Baldwin Risk Partners Full time

    Job Title: Client Manager, Commercial RiskBaldwin Risk Partners is seeking a highly skilled and experienced Client Manager, Commercial Risk to join our team. As a key member of our Commercial Lines team, you will be responsible for developing and maintaining strong relationships with our commercial clients, providing expert risk management consulting and...


  • Bethesda, Maryland, United States Forrest Solutions Full time

    Job Title: IT Help Desk ManagerForrest Solutions is seeking an experienced IT Help Desk Manager to lead our dynamic team in delivering exceptional technical support. As a key member of our IT department, you will play a critical role in shaping the daily operations of our help desk, ensuring top-tier service for our employees, clients, and partners.Key...


  • Bethesda, Maryland, United States sedgwickgovernment Full time

    Client Success ManagerAre you passionate about building strong relationships with clients and delivering exceptional service? Do you have a knack for understanding the needs of federal clients and developing strategic solutions to meet their goals? If so, we may have the perfect opportunity for you!Sedgwick Government Solutions is seeking a highly skilled...