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Relationship Manager

2 months ago

Albany, New York, United States Fidelity TalentSource LLC Full time

Job Summary:

Fidelity TalentSource LLC is seeking a skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for fostering strong relationships with our clients and identifying opportunities to deepen their engagement with our services.

Key Responsibilities:

  • Facilitate setting targeted appointments to improve client engagement
  • Provide exceptional client service and support
  • Develop and implement strategies to deepen client relationships
  • Collaborate with internal teams to ensure seamless client experience
  • Stay up-to-date on industry trends and developments to provide expert advice to clients

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
  • 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

What We Offer:

  • A competitive total rewards package, including a stable base salary, to recognize associate achievements
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
  • A range of benefits to meet your evolving needs and help you live your best life at work and at home
  • A collaborative and dynamic work environment

Why Join Fidelity TalentSource LLC:

  • We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry
  • We offer a range of opportunities for learning and development to help you build the career you've always imagined
  • We are committed to creating a diverse and inclusive workplace where everyone feels valued and supported