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Relationship Manager

2 months ago


Vienna, Virginia, United States Fidelity TalentSource LLC Full time
About the Role

Fidelity TalentSource LLC is seeking a skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for fostering strong relationships with our clients and identifying opportunities to deepen their engagement with our services.

Key Responsibilities
  • Client Relationship Building: Develop and maintain strong relationships with our clients, understanding their financial goals and objectives.
  • Business Development: Identify opportunities to expand our services to existing clients and develop strategies to increase client engagement.
  • Communication: Effectively communicate with clients, colleagues, and other stakeholders to ensure seamless delivery of our services.
  • Market Knowledge: Stay up-to-date with market trends and developments to provide expert advice to clients.
  • Team Collaboration: Work closely with our team to achieve business objectives and support the growth of our organization.
Requirements
  • FINRA Licenses: Possess FINRA Series 7 & 63 licenses, with Series 65 or 66 licenses and appropriate state registrations.
  • Financial Services Experience: 1-3 years of experience in financial services, with a focus on providing exceptional customer service.
  • Planning Experience: Possess planning experience and knowledge of financial markets and products.
  • Strong Social Skills: Demonstrate strong social skills and the ability to deliver highly personalized service to each client.
  • Dynamic Environment: Thrive in a dynamic, deadline-driven, and detailed compliance environment.
  • Decision-Making: Ability to think creatively and make decisions with the support of your team.
About Fidelity TalentSource LLC

Fidelity TalentSource LLC is a leading provider of financial services, dedicated to strengthening the financial well-being of our clients. 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. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.