Relationship Manager

4 weeks ago

Campbell, California, United States Fidelity Investments Full time
Job Description:

Fidelity Investments is seeking a skilled Relationship Manager to facilitate relationships with our most valuable clients. As a key member of our team, you will inspire client dedication and engagement through your honesty and integrity. Your goal will be to develop long-lasting, positive relationships with Fidelity, nurturing a book of business and finding opportunities to add value to the relationship.

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 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
The Purpose of Your Role:

The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried out with the client's needs top of mind.

The Skills You Bring:
  • You are able to facilitate setting targeted appointments that improve engagement with clients
  • You are client-oriented and bring great perspective on financial planning
  • You have a vested interest in being an advocate for your clients
  • You are 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. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

The Value You Deliver:
  • You are 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

The base salary range for this position is $57,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Category: Relationship Management

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