Relationship Manager

2 days ago


Bethesda, Maryland, United States Fidelity TalentSource LLC Full time

Job Summary:

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 role will involve nurturing a book of business and finding opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.

Key Responsibilities:

  • Facilitate relationships with high net worth clients to deepen their engagement with Fidelity
  • Nurture a book of business and identify opportunities to add value to the relationship
  • Collaborate with the Relationship Manager team to achieve company-wide goals
  • Develop and implement client contact strategies to build long-lasting relationships
  • Provide exceptional customer service to clients and ensure their needs are met

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 on 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

What We Offer:

  • A competitive total rewards package, including a stable base salary and bonus opportunities
  • Training and development opportunities to help you succeed in your role
  • A dynamic and supportive work environment that values diversity and inclusion
  • The opportunity to work with a leading financial services company and make a meaningful impact on our clients' lives

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA


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