Wealth Management Senior 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 manage relationships with sophisticated high-net-worth clients and their families. You will understand their priorities, provide proactive and personalized engagement, coordinate with advisors and specialists, connect clients to planning and investment resources, and support relationship retention and growth.
Requirements
- FINRA Series 7 and Series 63/65 or 66 licenses
- Insurance licenses
- 5+ years of financial-services customer-service experience
- 2+ years supporting high-net-worth clients in a branch or wealth-management environment
- Relationship management
- Client service
- Financial planning
- Investment management
- Regulatory compliance
- Strategic planning
Responsibilities
- Manage relationships with high-net-worth clients and their families
- Develop an understanding of client priorities and evolving needs
- Provide proactive guidance through advisors and business partners
- Connect clients to planning, investment, and wealth-management capabilities
- Support clients through important life events and financial decisions
- Develop multi-generational client relationships and prospective-client introductions
- Leverage digital tools and aligned resources to serve clients efficiently
- Grow and manage a practice through strategic planning and execution
Benefits
- Fully paid parental leave
- On-site health and wellness centers