Relationship Manager

4 weeks ago


Orland Park, Illinois, 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. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship.

Key Responsibilities:

  • Facilitate relationships with Fidelity's most valuable clients
  • Nurture a book of business and find opportunities to add value to the relationship
  • Work collaboratively with the Relationship Manager team to achieve business objectives
  • Develop and implement strategies to deepen client relationships

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

About Fidelity:

Fidelity 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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.



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