Relationship Manager
3 days ago
As a Relationship Manager at Fidelity Investments, you will play a pivotal role in fostering client relationships and identifying opportunities to deepen the relationship in meaningful ways.
You will be responsible for keeping the Financial Consultants organized and ensuring that the daily work is carried out with the client's needs at the forefront.
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 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
The Relationship Manager is a critical role within the branch team responsible for building and maintaining client relationships.
You will work closely with the Financial Consultants to ensure that client needs are met and exceeded.
The Skills You Bring:- Ability to facilitate setting targeted appointments that improve engagement with clients
- Client-oriented and bring great perspective on financial planning
- Vested interest in being an advocate for your clients
- Professional with a polished communication style compatible with high net worth clientele
- Being coachable, collaborative, and curious are your "go to" attributes
Fidelity's greatest advantage is our people, and we believe it is essential to approach life holistically.
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance.
The Value You Deliver:- 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
-
Relationship Manager
6 days ago
Orland Park, Illinois, United States Fidelity TalentSource LLC Full timeJob 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 Manager
3 weeks ago
Orland Park, Illinois, United States Fidelity TalentSource LLC Full timeAbout the RoleFidelity 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, developing long-lasting, positive relationships with Fidelity. You will learn to nurture a book of business and successfully find opportunities to add...
-
Relationship Manager
2 weeks ago
Orland Park, Illinois, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a skilled Relationship Manager to join our team. As a key member of our Small Business Banking organization, you will be responsible for building and maintaining strong relationships with clients, identifying business opportunities, and providing exceptional customer service.Key ResponsibilitiesDevelop and...
-
Relationship Manager
7 days ago
Orland Park, Illinois, United States PNC Financial Services Group Full timeJob OverviewPosition SummaryJob ResponsibilitiesPNC Financial Services Group is seeking a skilled Relationship Manager to join our team. As a key member of our Small Business Banking organization, you will be responsible for building and maintaining strong relationships with clients, identifying business opportunities, and providing exceptional customer...
-
Retail Banking Relationship Manager
4 weeks ago
Orland Park, Illinois, United States Bank of Montreal Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Retail Banking Relationship Manager. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on our banking...
-
Account Manager
4 weeks ago
Orland Park, Illinois, United States NovaWorks Solutions Full timeAbout NovaWorks SolutionsNovaWorks Solutions is a leading provider of innovative IT infrastructure solutions. Our company has been a trusted partner for businesses seeking expert advice and cutting-edge technology since its founding in 1981.Our Success StoryWe have achieved significant growth and financial stability, with a revenue of 145 million euros in...
-
Personal Banker
4 weeks ago
Orland Park, Illinois, United States First American Bank Full timeAbout the RoleFirst American Bank is seeking a highly skilled and motivated Personal Banker - Relationship Builder to join our Retail Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional customer service, and driving sales growth.Key...
-
Relationship Manager
4 weeks ago
Highland Park, Illinois, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled and motivated Relationship Manager to join our team at Fidelity Investments. 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.Key ResponsibilitiesFacilitate setting targeted appointments that...
-
Business Relationship Manager
6 days ago
Highland Park, Illinois, United States Citigroup Inc Full timeJob Title: Business Relationship ManagerAt Citigroup Inc., we are seeking a highly skilled Business Relationship Manager to join our team. As a key member of our Commercial and Business Sales division, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue...
-
Account Manager
2 weeks ago
Orland Park, Illinois, United States NovaWorks Solutions Full timeAbout NovaWorks SolutionsNovaWorks Solutions is a leading provider of innovative IT infrastructure solutions. Our company has been a trusted partner for businesses since 1981, offering expertise and experience to drive success.Your RoleWe are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for...
-
Private Client Relationship Manager
4 weeks ago
Oak Park, Illinois, United States Citizens Full timeJob DescriptionAbout the RoleCitizens is seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesClient Acquisition: Acquire qualified, new-to-wealth...
-
Private Client Relationship Manager
4 weeks ago
Oak Park, Illinois, United States Citizens Full timeJob DescriptionAbout the RoleCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesClient Acquisition: Acquire qualified, new-to-wealth...
-
Commercial Insurance Client Service Manager
2 weeks ago
Orland Park, Illinois, United States The Horton Group, a Marsh & McLennan Agency LLC Company Full timeJob Title: Commercial Insurance Client ManagerAt The Horton Group, a Marsh & McLennan Agency LLC Company, we are seeking a highly skilled Commercial Insurance Client Manager to join our team. As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key...
-
Commercial Insurance Client Manager
1 week ago
Orland Park, Illinois, United States The Horton Group, a Marsh & McLennan Agency LLC Company Full timeJob Title: Commercial Insurance Client ManagerJob Summary:The Commercial Insurance Client Manager is responsible for delivering exceptional client service and driving business growth through strategic relationship management and account development. This role requires a strong understanding of commercial insurance products and services, as well as excellent...
-
Risk Management Specialist
2 weeks ago
Orland Park, Illinois, United States Apex Ventures Full timeAbout Apex VenturesWe are a dynamic and forward-thinking company that specializes in providing expert risk management and compliance services to our clients. Our team of experienced professionals is passionate about helping businesses navigate complex regulatory environments and identify opportunities for growth and improvement.Our Risk Advisory Services...
-
Business Banking Relationship Manager
1 week ago
Evergreen Park, Illinois, United States Wintrust Full timeBusiness Banking Relationship ManagerWintrust is a financial holding company with approximately $50 billion in assets under management and listed on the NASDAQ:WTFC. Our company operates on the HAVE IT ALL model, offering sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every...
-
Automotive Service Manager
2 weeks ago
Orland Park, Illinois, United States Huskywolf Inc Full timeService Writer Job SummaryWe are seeking a skilled Service Writer to oversee the day-to-day operations of our busy automotive service center. The ideal candidate will have excellent communication and customer relationship skills, strong service writer capabilities, and previous management experience.Key Responsibilities:Manage a team of automotive service...
-
Bank Manager
6 days ago
Orland Park, Illinois, United States Bank of Montreal Full timeJob SummaryWe are seeking a highly skilled and experienced Bank Manager to join our team at Bank of Montreal. As a key member of our retail banking sales and service team, you will be responsible for delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesCustomer Experience: Foster a culture of excellence in customer...
-
Automotive Service Manager
4 weeks ago
Orland Park, Illinois, United States Huskywolf Inc Full timeJob OverviewHuskywolf Inc is seeking a highly skilled and experienced Automotive Service Manager to oversee the day-to-day operations of our service department. As a key member of our team, you will be responsible for managing a team of automotive service professionals, ensuring a high level of employee morale and customer satisfaction while maintaining...
-
Trade Show Representative
2 weeks ago
Melrose Park, Illinois, United States HR Manager Full timeJob Title: Trade Show SpecialistWe are seeking a highly motivated and organized Trade Show Specialist to join our team. As a Trade Show Specialist, you will be responsible for representing our company at industry-leading trade shows across the country.Key Responsibilities:Travel to attend and represent the company at trade shows, exhibitions, and promotional...