Relationship Manager

4 days ago


Monterey, California, United States Fidelity Investments Full time
About the Role

We are seeking a skilled Relationship Manager to join our team at Fidelity Investments. As a key member of our branch office, you will be responsible for handling client relationships and identifying sales opportunities.

Key Responsibilities
  • Drive targeted appointments to improve client engagement
  • Provide specialized service and deliver standout experiences to clients
  • Stay knowledgeable about financial planning and sales strategies
  • Develop and maintain strong communication skills, both written and verbal
  • Act as an advocate for clients and provide professional, polished communication
What We Offer

Fidelity Investments is committed to delivering exceptional customer experiences. Our associates build long-term relationships with clients, helping them navigate our range of investor products and services. We offer a comprehensive benefits package, including health care coverage, retirement plans, and educational assistance.

Requirements
  • A college degree is encouraged, but not required
  • 1-3 years of experience in financial services, with a focus on customer service
  • Sales experience and knowledge of financial markets and products
  • Strong social skills and ability to deliver personalized service
  • Ability to thrive in a compliance-driven, dynamic environment
  • Current Series 7 and Series 63 licenses, with the ability to obtain a Series 65 license within 90 days
Compensation and Benefits

The base salary range for this position is $60,000 - $100,000 per year, with bonus and variable compensation opportunities. We offer a wide range of benefits, including comprehensive health care coverage, retirement plans, and educational assistance.



  • Monterey, California, United States Fidelity TalentSource LLC Full time

    Job Summary:We are seeking a skilled Relationship Manager to facilitate relationships with our most valuable and lucrative clients. As a key member of our team, you will inspire client dedication and engagement, developing long-term positive relationships with Fidelity. You will learn how to handle a book of business and successfully market it for sales...


  • Monterey, California, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity Investments is seeking a skilled Relationship Manager to facilitate relationships with our most valuable and lucrative clients. As a key member of our team, you will inspire client dedication and engagement, developing long-term positive relationships with Fidelity. You will learn how to handle a book of business and successfully market...

  • Relationship Banker

    3 weeks ago


    Monterey, California, United States Bank of America Full time

    Job Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and driving business growth.Key Responsibilities:Engage with clients to understand...


  • Monterey, California, United States Vektor Logistics Full time

    Job OverviewAt Vektor Logistics, our mission is to effectively link suppliers of perishable goods with retailers, emphasizing human connections, nurturing relationships, and achieving excellence in our supply chain operations.Your primary objective as a vital member of our team is to enhance your business portfolio by concentrating on execution, client...


  • Monterey, California, United States Vektor Logistics Full time

    Job OverviewAt Vektor Logistics, we are committed to effectively linking suppliers of perishable goods and beverages with retailers, emphasizing our dedication to people, cultivating robust partnerships, and ensuring excellence in our supply chain operations.Your mission within our dynamic team is to enhance your business portfolio by concentrating on...


  • Monterey, California, United States Anansys Staffing LLC Full time

    Job Title: Environmental Sales Estimator/Project ManagerJob Summary:The Sales Estimator/Project Manager is responsible for opening new accounts, providing exceptional customer service, and developing relationships with a diverse range of customers. This role involves estimating upcoming projects, communicating with customers, superintendents, foremen, and...


  • Monterey, California, United States Quality Talent Group Full time

    About the JobWe are seeking a highly skilled Branch Manager to lead our Monterey branch. As a key member of our team, you will be responsible for driving business growth, developing and managing a high-performing team, and delivering exceptional customer experiences.Key Responsibilities:Lead and manage a diverse team of direct and indirect reports, fostering...


  • Monterey, California, United States Gentiva Full time

    About the RoleGentiva is seeking a skilled Healthcare Account Manager to join our team. As a key member of our sales and marketing team, you will be responsible for building relationships with healthcare professionals and organizations to promote our personal home care services.Key ResponsibilitiesSales and Marketing: Sell personal home care services to...


  • Monterey, California, United States HD Supply Full time

    Job SummaryHD Supply is seeking a highly motivated and results-driven Outside Sales Account Manager to join our team. As a key member of our sales team, you will be responsible for driving profitable sales growth by prospecting new accounts, retaining existing accounts, and expanding opportunities with current customers in core and emerging industries and...

  • Case Manager

    1 day ago


    Monterey, California, United States Astrana Health Full time

    About the RoleWe are seeking a highly motivated Case Manager to join our team at Astrana Health. As a Case Manager, you will play a critical role in ensuring the highest quality of care for our patients.Key ResponsibilitiesComply with Case Management Department's policies and procedures.Utilize Milliman Care Guidelines, CMS, Title 22 guidelines and criteria...


  • Monterey, California, United States Alliance Environmental Group, LLC Full time

    Job SummaryAt Alliance Environmental Group, LLC, we are seeking a highly skilled and experienced Environmental Sales Estimator/Project Manager to join our team. As a key member of our sales and project management team, you will be responsible for opening new accounts, providing exceptional customer service, and developing strong relationships with a diverse...


  • Monterey, California, United States Gentiva Full time

    About the RoleGentiva is seeking a skilled Healthcare Account Manager to join our team. As a key member of our sales team, you will be responsible for building relationships with healthcare professionals and selling our personal home care services.Key ResponsibilitiesSales and Business Development: Sell personal home care services to healthcare...


  • Monterey, California, United States Summit Medical Staffing Nursing Full time

    Job OpportunitySummit Medical Staffing Nursing is seeking a skilled travel nurse to fill a Case Management position in a dynamic healthcare setting.Key ResponsibilitiesProvide high-quality patient care as a registered nurse in a case management role.Collaborate with healthcare teams to develop and implement effective care plans.Conduct thorough assessments...


  • Monterey, California, United States Summit Medical Staffing Nursing Full time

    Job OpportunitySummit Medical Staffing Nursing is seeking a skilled travel nurse to fill a Case Management position in a dynamic healthcare setting.Key ResponsibilitiesProvide high-quality patient care as a registered nurse in a case management role.Collaborate with healthcare teams to develop and implement effective care plans.Conduct thorough assessments...


  • Monterey, California, United States Atlas Dynamics Full time

    Job Opportunity at Atlas DynamicsWe are seeking a highly skilled Circular Economy and Waste Management Specialist to join our team at Atlas Dynamics. As a leading company in the field of waste management, we are committed to providing innovative solutions for a sustainable future.About the Role:Develop and implement strategies for reducing waste and...

  • Digital Sales Manager

    2 weeks ago


    Monterey, California, United States Hearst Full time

    Digital Sales Manager Job DescriptionAbout the RoleHearst Television is seeking a highly skilled Digital Sales Manager to lead our digital sales programs and provide energized leadership to our team. As a key member of our sales team, you will be responsible for developing and implementing individual advertiser account strategies, meeting with local sales...

  • Associate Manager

    3 days ago


    Monterey, California, United States Astrana Health Full time

    About the RoleThe Associate Manager will play a key role in Astrana Health's growth strategy by leading M&A integration and implementation efforts and supporting other operational initiatives. They will be responsible for planning and executing projects assigned by senior leaders, involving complex initiatives with cross-functional departments. Projects...

  • Sales Manager

    2 weeks ago


    Monterey, California, United States Highgate Hotels Full time

    Job Title: Senior Sales ManagerHighgate Hotels is seeking a highly skilled Senior Sales Manager to join our team. As a key member of our sales team, you will be responsible for driving revenue growth and developing strategic relationships with key accounts.Responsibilities:Attend daily Highgate Hotel Business Review (HHBR) meetings to stay informed about...


  • Monterey, California, United States Astrana Health Full time

    About the RoleThe Utilization Management Coordinator plays a vital role in supporting clinical, management, and client activities within the Health Services department. This position requires a strong understanding of UM processes, including pre-authorizations, retro reviews, Division of Financial Responsibilities, and Health Plan...


  • Monterey, California, United States ARC Document Solutions Full time

    About the RoleWe are seeking an experienced Assistant Service Center Manager to join our team at ARC Document Solutions. As a key member of our operations team, you will be responsible for directing the workforce to succeed in quality service, including hiring, training, and managing new and existing staff members.Key ResponsibilitiesFiscal and operational...