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.
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, keep Financial Consultants organized, and align daily activities with client needs. You will cultivate a book of business, identify opportunities to add value, coordinate client engagement, and build a long-term client contact strategy.
Requirements
- FINRA Series 7 and 66 licenses with appropriate state registrations, or ability to acquire Series 66 upon hire
- 1–3 years of financial-services experience focused on customer experience
- Financial planning experience and knowledge of financial markets and products
- Ability to work in a dynamic, deadline-driven compliance environment
- Ability to facilitate targeted client appointments
- Financial planning insight
Responsibilities
- Strengthen client relationships
- Support Financial Consultants
- Cultivate a book of business
- Identify opportunities to add value to client relationships
- Facilitate targeted client appointments
- Develop and manage a client contact strategy
- Build long-lasting client relationships
Benefits
- Tuition reimbursement
- Fully paid parental leave
- On-site health and wellness centers