Relationship Manager

3 weeks ago


Brookfield, Wisconsin, United States Fidelity TalentSource LLC Full time

Job Summary:

Fidelity Investments is seeking a skilled Relationship Manager 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 relationships that drive business growth.

Key Responsibilities:

  • Manage a book of business, identifying sales opportunities and developing strategies to drive revenue growth
  • Deliver highly personalized service to clients, building trust and loyalty through exceptional communication and relationship-building skills
  • Collaborate with the Relationship Manager team to drive company-wide initiatives and achieve business objectives
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance and best practices in financial services

Requirements:

  • 1-3 years of experience in financial services, with a focus on customer service and sales
  • Strong social skills and ability to deliver exceptional service to clients
  • Series 7 and Series 63 licenses, with the ability to obtain a Series 65 license within 90 days of hire
  • Ability to thrive in a compliance-driven, dynamic, and deadline-driven environment

About Fidelity:

Fidelity 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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off
  • A hybrid working model that blends the best of both onsite and offsite work experiences

How to Apply:

Visit our website to learn more about this opportunity and to apply.


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