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 help strengthen relationships with high-value clients, support branch activities, keep Financial Consultants organized, and align daily work with client needs. You will facilitate targeted appointments, deepen client relationships, develop a book of business, and identify opportunities to add value.
Requirements
- FINRA Series 7 and Series 66 licenses with appropriate state registrations, or the ability to acquire Series 66 upon hire
- 1–3 years of financial-services experience with an emphasis on customer experience
- Experience with planning and knowledge of financial markets and products
- Ability to succeed in a deadline-driven compliance environment
- Strong interpersonal skills and ability to provide personalized client service
- Financial planning insight
- Professional communication skills
Responsibilities
- Facilitate relationships with high-value clients
- Support the branch team and keep Financial Consultants organized
- Align daily activities with client needs
- Cultivate a book of business
- Identify opportunities to add value to client relationships
- Facilitate targeted appointments that drive client engagement
- Deepen client relationships through long-term mentorship
- Develop and execute a client contact strategy
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