Relationship Manager

6 days ago


San Antonio, Texas, United States Fidelity Investments Full time
Job Description:

As a Relationship Manager at Fidelity Investments, you will play a pivotal role in fostering client relationships and identifying opportunities to deepen the relationship in meaningful ways.

You will be responsible for keeping the Financial Consultants organized and ensuring that the daily work is carried out with the client's needs at the forefront.

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 on 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
The Purpose of Your Role:

The Relationship Manager is a critical role within the branch team responsible for building and maintaining client relationships.

You will work closely with the Financial Consultants to ensure that client needs are met and exceeded.

The Skills You Bring:
  • Ability to facilitate setting targeted appointments that improve engagement with clients
  • Client-oriented and bring great perspective on financial planning
  • Vested interest in being an advocate for your clients
  • 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 essential to approach life holistically.

We offer 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.

The Value You Deliver:
  • 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

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