Relationship Manager

4 days ago


Durham, North Carolina, United States Fidelity Investments Full time
Job Description:

Fidelity Investments is seeking a skilled Relationship Manager to join our team. As a key member of our branch team, you will be responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.

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 keeping the Financial Consultants organized and ensuring 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.

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


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