Strategic Relationship Manager
5 days ago
Job Summary
Fidelity Investments is a leading financial services company that empowers individuals, companies, and institutions to achieve their financial goals. We are seeking a highly skilled Strategic Relationship Manager to join our team.
About the Role
This role is responsible for building long-lasting relationships with high net worth clients by providing exceptional service, expertise, and guidance in achieving their financial objectives. The successful candidate will be part of a collaborative team that works closely with clients, colleagues, and other stakeholders to deliver tailored solutions.
Key Responsibilities
- Develop and execute personalized strategies to deepen client relationships and grow revenue.
- Maintain thorough knowledge of Fidelity's products and services to provide expert advice and recommendations.
- Collaborate with internal teams to deliver seamless client experiences and resolve any issues promptly.
- Stay up-to-date with market trends, regulatory changes, and industry developments to ensure clients receive the best possible outcomes.
- Demonstrate exceptional communication and interpersonal skills to build trust and rapport with clients.
Requirements
To be successful in this role, you will need:
- A Series 65 or 66 license or ability to acquire it upon hire.
- 1-3 years of experience in financial services, with a focus on delivering excellent customer experiences.
- Strong planning and analytical skills, including knowledge of financial markets and products.
- Excellent social skills and ability to communicate effectively with clients and colleagues.
- Ability to work in a dynamic, deadline-driven environment and make decisions with support from your team.
Benefits
Fidelity offers a comprehensive compensation package, including:
- An estimated annual salary range of $80,000-$120,000.
- A performance-based bonus structure.
- Ongoing training and development opportunities.
- A hybrid working model that blends onsite and remote work arrangements.
About Us
Fidelity Investments is a privately held company dedicated to strengthening the financial well-being of our clients. Our mission is to empower individuals, companies, and institutions to achieve their financial goals through innovative products and services.
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