Job Description
Fidelity Investments is a financial services company seeking a Relationship Manager to facilitate relationships with their most valuable clients. The role involves nurturing a book of business, finding opportunities to deepen client relationships, and ensuring the needs of clients are prioritized. Responsibilities Facilitating relationships with Fidelity’s most valuable clients Inspire client dedication and engagement Develop long-lasting, positive relationships with Fidelity Nurture a book of business Successfully find opportunities to add value to the relationship Keep the Financial Consultants organized Ensure the daily work is carried with the client’s needs top of mind Facilitate setting targeted appointments that improve engagement with clients Be client oriented and bring great perspective on financial planning Be a vested advocate for your clients Maintain a professional communication style compatible with high net worth clientele Collaborate with the Relationship Manager team company wide Be responsible for the client contact strategy Build long-lasting meaningful relationships with clients Skills FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 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 Ability to think creatively and be comfortable making decisions with the support of your team Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one Benefits Comprehensive health care coverage and emotional well-being support Market-leading retirement Generous paid time off and parental leave Charitable giving employee match program Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career Company Overview Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is