Strategic Relationship Manager

5 days ago


Fort Myers, Florida, United States Fidelity TalentSource LLC Full time

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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