Relationship Manager Job at Fidelity Investments (Bethesda)

Job Description

As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.

Job Responsibility

Facilitating relationships with Fidelity's most valuable clients
Nurturing a book of business and successfully find opportunities to add value to the relationship
Fostering client relationships and finding opportunities to deepen the relationship in meaningful ways
Keeping the Financial Consultants organized and ensuring the daily work is carried with the client's needs top of mind
Facilitating setting targeted appointments that improve engagement with clients
Being an advocate for your clients
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

Requirements

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

Nice to have

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

What we offer

Tuition Reimbursement program
Competitive total rewards package
Stable base salary
Benefit programs designed to help you and your family strike the right balance
Training in-branch, regionally, nationally, and virtually
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

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Relationship Manager

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