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 high-value clients, keep Financial Consultants organized, and align daily activities with client needs. You will cultivate a book of business, identify opportunities to add value, facilitate targeted appointments, and deepen long-term client relationships.
Requirements
- Hold FINRA Series 7 and 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
- Have 1-3 years of financial-services experience focused on customer experience.
- Demonstrate planning experience and knowledge of financial markets and products.
- Work effectively in a dynamic, deadline-driven, compliance-focused environment.
- Deliver highly personalized client service.
- Provide financial planning insight.
- Demonstrate professional communication skills.
- Demonstrate coachability, collaboration, and curiosity.
Responsibilities
- Strengthen client relationships.
- 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 client appointments.
- Develop and execute the client contact strategy.
- Deepen long-term client relationships.
Benefits
- Tuition reimbursement.
- Fully paid parental leave.
- On-site health and wellness centers.