Current jobs related to Relationship Manager - Grand Rapids, Michigan - Fidelity Investments

  • Sales Relationship Manager

    4 weeks ago

    Grand Rapids, Michigan, United States MarketLab Full time

    Key Responsibilities:As a Sales Relationship Manager at MarketLab, you will be responsible for generating higher volume sales from existing customers through effective use of relationship-based selling techniques. Your objective will be to create customer loyalty by leveraging value-added services rather than price-based decisions.Essential Duties and...

  • Senior Commercial Lending Relationship Manager

    4 weeks ago

    Grand Rapids, Michigan, United States Flagstar Bank Full time

    At Flagstar Bank, we are seeking a highly skilled Senior Commercial Lending Relationship Manager to join our team. This role will be responsible for developing and maintaining commercial account relationships, generating revenue, and ensuring credit quality.Key Responsibilities:Develop and maintain commercial account relationships to generate revenue and...

  • Client Relationship Specialist

    4 weeks ago

    Grand Rapids, Michigan, United States Charles Schwab Full time

    Unlock Your PotentialAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in delivering an unparalleled client experience. You'll work closely with your Client Relationship Manager and Branch Manager to achieve operational success and contribute to...

  • Business Development Manager

    4 weeks ago

    Grand Rapids, Michigan, United States marcus evans Full time

    About the RoleMarcus Evans is a global business intelligence and event marketing company seeking a skilled Account Executive to develop new accounts and manage client relationships. This is an in-person role located in our Grand Rapids office.Key ResponsibilitiesContacting, qualifying, and engaging prospects through various channels.Negotiating and closing...

  • Lowes Account Manager Edge

    4 weeks ago

    Grand Rapids, Michigan, United States UFP Industries Inc Full time

    At UFP Industries Inc, we're looking for a skilled Account Manager to join our team at UFP Edge. As an Account Manager, you'll play a critical role in managing and growing our relationships with major retailers like Lowe's. Your responsibilities will include:Key Responsibilities:Manage and nurture relationships with key retailers, including Lowe's and Home...

  • Supply Account Manager

    4 weeks ago

    Grand Rapids, Michigan, United States Trane Technologies Full time

    At Trane Technologies, we're committed to creating innovative climate solutions for a sustainable world. As a Supply Account Manager, you'll play a key role in developing and maintaining customer relationships to drive business growth.We're a team that dares to challenge the status quo and see impactful possibilities. We believe in a better future when we...

  • Human Resources Manager

    4 weeks ago

    Grand Rapids, Michigan, United States Pella by Horne Full time

    About the RoleWe are seeking a highly skilled and experienced Human Resources Manager to join our team at Pella of West Michigan. As a key member of our leadership team, you will be responsible for providing guidance and support to our management team on all aspects of human resources, including recruitment, employee development, and benefits...

  • Regional Sales Manager

    4 weeks ago

    Grand Rapids, Michigan, United States accordance search group Full time

    Job OpportunityAccordance Search Group is seeking a skilled Territory Manager to join their team. This role will cover the Ann Arbor, Grand Rapids, Lansing, and Toledo areas, focusing on sales experience in General Nephrology/Kidney Transplant, Hospital Sales, or Diagnostic Testing.Key Responsibilities: Represent disruptive diagnostic testing technology...

  • Business Development Manager

    4 weeks ago

    Grand Rapids, Michigan, United States Amplify Recruiting Full time

    Amplify Recruiting is seeking a highly motivated and results-driven Business Development Manager to join their team. The ideal candidate will have a Bachelor's degree in business, marketing, or a related field, and a minimum of 3 years of B2B sales experience in a related industry.The successful candidate will possess strong communication skills, a proven...

  • Medical Device Territory Manager

    4 weeks ago

    Grand Rapids, Michigan, United States Brett Fisher Group - Search Consultants Full time

    Why Choose This Opportunity?Work for a leading medical device firm with a strong reputation in the airway and respiratory space. Join a high-performing commercial team with great leadership, employee appreciation, and opportunities for growth. Our client has seen significant year-over-year growth and has sold its products to millions of patients worldwide....

  • Territory Sales Manager

    4 weeks ago

    Grand Rapids, Michigan, United States The Hillman Group Full time

    Job SummaryAs a Territory Sales Manager at The Hillman Group, you will be responsible for managing assigned territories to achieve sales plans while maintaining excellent customer service and relationships. This role requires a strong ability to develop new accounts through prospecting, generate additional sales by selling new products and programs, and...

  • Process Excellence Manager

    4 weeks ago

    Grand Rapids, Michigan, United States Kion Group AG Full time

    The Kion Group AG is seeking a highly skilled Process Excellence Manager to join our Global Product Management team.This role plays a key part in harmonizing and integrating processes, improving operational efficiency, and delivering on commitments.The ideal candidate will have a passion for process improvements and experience in quality management systems...

  • Strategic Product Development Manager

    4 weeks ago

    Grand Rapids, Michigan, United States Convivial Brands Full time

    About the Role:We're seeking a seasoned Senior Product Manager to drive profitable growth for Convivial Brands. As a key member of our Product Management and Marketing Team, you'll play a pivotal role in developing the strategic product roadmap for new product development, portfolio management, and product lifecycle management.Key Responsibilities:Develop...

  • Sales Account Manager

    4 weeks ago

    Grand Rapids, Michigan, United States MarketLab Full time

    PURPOSE:As a Sales Account Manager at MarketLab, your primary objective is to drive higher volume sales from existing customers through strategic relationship-building and value-added services.Key responsibilities include outbound calls to establish customer loyalty, qualify needs, and strengthen relationships. You will work closely with vendors, product...

  • Strategic Account Manager

    4 weeks ago

    Grand Rapids, Michigan, United States AON Full time

    Account Executive IIAt Aon, we are seeking a highly skilled Account Executive II to join our team in Michigan. As a key member of our team, you will be responsible for the day-to-day account management of our relationships with assigned clients.Key Responsibilities:Responsible for day-to-day account management.Coordinates the execution of day-to-day service...

  • Area Business Manager

    4 weeks ago

    Grand Rapids, Michigan, United States Hanger Clinic Full time

    Job Title: Area Business ManagerAbout the Role:We are seeking an experienced Area Business Manager to lead our business operations in multiple clinics. As a key member of our team, you will be responsible for overseeing the day-to-day work of our Office Administrative staff and interfacing with Revenue Cycle Management.Key Responsibilities:- Manage...

  • District Manager

    1 month ago

    Grand Rapids, Michigan, United States Biggby Coffee Full time

    About the Role:We are seeking a highly motivated and experienced District Manager to join our team at Biggby Coffee. As a District Manager, you will be responsible for overseeing multiple locations and leading a team of Store Managers to achieve business goals and objectives.Key Responsibilities:Lead and manage a team of Store Managers to achieve sales...

  • Product Management Leader

    4 weeks ago

    Grand Rapids, Michigan, United States Steelcase Full time

    Job DescriptionJob Title: Product ManagerCompany: SteelcaseJob Type: Full-TimeLocation: Grand Rapids, MichiganAbout Us: Steelcase is a global design and thought leader in the world of work. We design and manufacture innovative furnishings and solutions to help people do their best work in the many places where work happens.Job SummaryWe are seeking a Product...

  • Strategic Account Manager for Life Sciences

    4 weeks ago

    Grand Rapids, Michigan, United States Rockwell Automation Full time

    At Rockwell Automation, we're looking for a talented Strategic Account Manager to join our team and help us drive growth in the Life Sciences industry.This is a unique opportunity to work with our customers to understand their business needs and develop strategic plans to help them achieve their goals.As a Strategic Account Manager, you will be responsible...

  • Enterprise Performance Management Architect

    4 weeks ago

    Grand Rapids, Michigan, United States KPMG Full time

    Job Summary:KPMG is seeking a highly skilled Director, Oracle EPM in Enterprise Solutions for our Consulting practice. The ideal candidate will have a strong background in Enterprise Performance Management (EPM) process transformation, with expertise in account reconciliation, close/consolidation, planning, budgeting/forecasting, and reporting/analytics.Key...

Relationship Manager

4 weeks ago

Grand Rapids, Michigan, United States Fidelity Investments Full time
Job Description:

We are seeking a skilled Relationship Manager to facilitate relationships with Fidelity's most valuable clients. As a key member of our team, you will inspire client dedication and engagement through your honesty and integrity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.

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 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 important 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