Strategic Client Liaison
3 days ago
Fidelity Investments is a leading provider of financial services, dedicated to strengthening the financial well-being of its clients. With a mission to empower individuals and organizations to achieve their goals, Fidelity offers a wide range of investment products, retirement plans, and benefits solutions.
About the Role
This Strategic Client Liaison position is a pivotal role within our organization, responsible for fostering deep and meaningful relationships with our most valued clients. As a key member of our team, you will be instrumental in identifying opportunities to deepen client relationships, enhance engagement, and drive business growth. Your exceptional communication skills, combined with your ability to think strategically, will enable you to provide tailored solutions that meet the unique needs of each client.
Responsibilities
- Develop and implement effective client relationship strategies to drive business growth and retention
- Collaborate with cross-functional teams to identify opportunities to deepen client relationships and enhance engagement
- Provide expert advice and guidance to clients on financial planning, investment, and retirement solutions
- Analyze client data and market trends to identify new business opportunities
- Build and maintain strong relationships with clients through regular communication, tailored solutions, and exceptional service
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
Compensation
The base salary for this position ranges from $57,000 to $80,000 per year, depending on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. In addition to a competitive salary, we offer a comprehensive benefits package, including comprehensive health care coverage, emotional well-being support, market-leading retirement plans, generous paid time off, and parental leave.
About Us
Fidelity Investments is an equal opportunity employer, committed to building an enduring culture of inclusion and belonging. We believe that the most effective way to attract, develop, and retain a diverse workforce is by fostering a work environment where everyone feels valued, respected, and empowered to contribute their best work. We are proud to have been recognized as one of the top 10 Best Places to Work in 2024 by Glassdoor Employees Choice Award.
-
Strategic Client Development Manager
7 days ago
Burbank, California, United States Fidelity Investments Full timeAbout the RoleWe are seeking a skilled Relationship Manager to join our team at Fidelity Investments. As a key member of our branch team, you will be responsible for fostering client relationships and identifying opportunities to deepen those relationships in meaningful ways.Job SummaryThis role is pivotal in our business strategy, and we are looking for an...
-
Strategic Planning Specialist
3 days ago
Burbank, California, United States Fidelity TalentSource LLC Full timeJob OverviewFidelity TalentSource LLC is a dynamic company with a mission to strengthen the financial well-being of our clients. We are seeking a skilled Strategic Planning Specialist to join our team. This role requires a deep understanding of financial planning concepts and the ability to build meaningful relationships with clients.Estimated Salary Range:...
-
Strategic Financial Advisor
7 days ago
Burbank, California, United States Fidelity TalentSource LLC Full timeCompany OverviewFidelity 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, assisting companies and non-profit organizations in delivering benefits to their employees, and providing institutions and independent advisors with investment and technology...
-
Burbank, California, United States Cast & Crew Full timeJob Overview:We are seeking an experienced Senior Account Manager to join our team at Cast & Crew. In this role, you will be responsible for handling complex client relationships and ensuring timely payment processing.Key Responsibilities:Establish and maintain strong client relationships through proactive communication and issue resolution.Maintain accurate...
-
Strategic Sales Growth Manager
4 weeks ago
Burbank, California, United States Resourcing Life Science Full timeJob Overview: We are seeking a skilled Business Development Director to identify and pursue new business opportunities within our designated region. As a key member of our sales team, you will be responsible for discovering and following up on sales leads, conducting sales calls and visits, and completing orders.Responsibilities:Prospect and capitalize on...
-
Compensation and Benefits Manager
7 days ago
Burbank, California, United States Today'sHR Full timeJob OverviewAbout Today's HRToday's HR is one of the largest, independently owned Human Resources Consulting, Outsourcing and PEO firms in California. With over thirty years of experience, we assist employers with complex and high-end functions related to their Human Resources.Job SummaryWe are seeking a skilled Payroll Manager – Strategic Accounts to join...
-
Strategic Financial Advisor
7 days ago
Burbank, California, United States Fidelity TalentSource LLC Full timeAbout the RoleFidelity is seeking a skilled Planner Consultant to join our team. As a key member of our planning department, you will be responsible for providing exceptional financial planning services to our clients.
-
Payroll Business Operations Specialist
6 days ago
Burbank, California, United States ModernHR Full timeThe Payroll Business Partner I role is an exciting opportunity to work closely with the Strategic Accounts Team at ModernHR, ensuring the accuracy and completeness of our payroll products for clients. As a key member of this team, you will be responsible for managing the day-to-day tasks of processing payroll, including timekeeping, executive reporting, and...
-
Burbank, California, United States Alera Group Full timeAlera Group is a leading provider of insurance services and wealth management solutions. We are seeking an experienced Employee Benefits Small Group Account Manager to join our team in Burbank, CA.As an Account Manager, you will be responsible for coordinating the Request for Proposal (RFP) process for clients, collecting and analyzing vendor/carrier data,...
-
HR Compliance Specialist
3 weeks ago
Burbank, California, United States Modern HR Full timeJob Title: HR Compliance Specialist We are seeking an experienced HR Compliance Specialist to join our team at Modern HR. As an integral part of our payroll department, you will play a vital role in ensuring company compliance with federal and state regulations and guidelines. Responsibilities:Ensure company compliance with federal and state regulations...
-
Chief Financial Officer Lead for Service Area
3 weeks ago
Burbank, California, United States Providence Service Full timeJob DescriptionThe Chief Financial Officer (CFO) plays a pivotal role in our service area leadership, providing strategic financial guidance and oversight. Reporting directly to the Regional CFO, this position is responsible for driving operational excellence and achieving financial goals.About the RoleThis key leadership position will lead efforts to...
-
Senior Legal Professional
1 week ago
Burbank, California, United States Bleau Law Group Full timeJob OpportunityWe are a boutique law firm seeking an experienced Senior Legal Professional to join our team in Burbank, CA. The ideal candidate will have a strong background in various legal areas such as contract law, real estate law, and corporations law.Salary: $140,000 - $180,000 per year.Key Responsibilities:Conduct thorough research on complex legal...
-
Sales Director
1 week ago
Burbank, California, United States castLabs GmbH Full timeUnlock Your Sales Potential as a Global Business Development Manager at castLabs GmbHWe're seeking an exceptional Sales Director to spearhead our sales efforts in the video streaming industry. As a key member of our team, you'll be responsible for driving revenue growth and building strategic partnerships.About the Role:Develop and execute sales strategies...
-
Digital Transformation Specialist
1 week ago
Burbank, California, United States Randstad USA Careers Full timeRandstad USA Careers seeks a skilled Digital Transformation Specialist to drive growth and expand services within assigned accounts. As an Account Manager, you will be responsible for developing lasting relationships with clients and candidates, aiming to deeply understand their needs for mutual success.Key Responsibilities:Analyze market trends and leverage...
-
Business Development Representative
7 days ago
Burbank, California, United States Sevana Soulakhian - State Farm Agent Full timeJob OverviewWe are seeking an experienced Business Development Representative to join our team at Sevana Soulakhian - State Farm Agent. As a key member of our staff, you will play a vital role in driving business growth and delivering exceptional customer experiences.About the RoleThis is a challenging and rewarding opportunity for a sales-minded...
-
Burbank, California, United States Milestone Technologies Full timeAbout the RoleMilestone Technologies is seeking an experienced Senior PHP Developer to join our team. As a key member of our development team, you will play a critical role in designing, implementing, and optimizing cutting-edge web applications built on the LAMP stack.This is an onsite role in Burbank, CA, with a 13-month contract duration. We are looking...
-
Senior Product Strategist
5 days ago
Burbank, California, United States Solomon Page Full timeBased in Burbank, CA, we are seeking a seasoned Senior Product Strategist to spearhead CRM and CLM initiatives. As a strategic partner to our clients, this role requires strong analytical skills, excellent communication abilities, and the ability to drive key business initiatives.About the Role:We need a skilled product strategist with experience in contract...
-
Digital Transformation Specialist
4 days ago
Burbank, California, United States Randstad USA Full timeCompany OverviewRandstad USA, a world-renowned talent partner, is investing in an Account Manager for our Randstad Digital specialty.About the RoleWe are seeking an experienced Account Manager to drive new business through direct client engagement, territory planning, and selling our services. Our team prioritizes building lasting relationships with clients...
-
Business Development Executive
1 week ago
Burbank, California, United States Midnight Oil Full timeAt Midnight Oil, we push the boundaries of visual communications to help clients achieve game-changing results. Our innovative teams are dedicated to delivering exceptional marketing solutions in every environment and campaign.About the RoleWe're seeking a seasoned Business Development Executive with 7-10 years of experience in B2B sales and commercial...
-
Burbank, California, United States CNM LLP Full timeAbout the RoleWe are seeking a highly skilled Financial Services Auditor to join our Internal Audit team in Los Angeles.Key ResponsibilitiesPartner with project teams to work on internal audit engagements within the financial services industry, including regulated financial institutions, fintech companies, mortgage companies, broker dealers and investment...