Relationship Manager
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/2/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will strengthen relationships with valuable clients, support Financial Consultants, and keep daily branch activities aligned with client needs. You will cultivate a book of business, find opportunities to add value, facilitate targeted appointments, develop client-contact strategies, and deepen long-term client relationships.
Requirements
- FINRA Series 7 license
- FINRA Series 66 license or ability to acquire it upon hire
- Financial services experience
- Customer service
- Financial planning
- Financial market knowledge
- Financial product knowledge
- Compliance
- Client service
- Communication
- Collaboration
Responsibilities
- Strengthen client relationships
- Support Financial Consultants
- Align daily activities with client needs
- Cultivate a book of business
- Identify opportunities to add value
- Facilitate targeted client appointments
- Develop client-contact strategies
- Deepen client relationships
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources