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Fidelity Investments · 1 week ago

Relationship Manager - Shrewsbury, MA

Shrewsbury, MA

Full-time

Hybrid

Entry, Mid Level

$61K/yr - $80K/yr

1+ years exp

Fidelity Investments is a leading financial services company, and they are seeking a Relationship Manager to foster client relationships and enhance engagement with their most valuable clients. The role involves nurturing a book of business, providing personalized service, and collaborating with the branch team to ensure client needs are prioritized.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

Facilitating relationships with Fidelity’s most valuable clients

Nurture a book of business and successfully find opportunities to add value to the relationship

Keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind

Facilitate setting targeted appointments that improve engagement with clients

Deepen client relationships through long term mentorship

Collaborate with the Relationship Manager team company wide

Be responsible for the client contact strategy

Build long-lasting meaningful relationships with clients

Qualification

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Financial planningCustomer experienceSocial skillsCoachabilityCuriosityPolished communicationCollaboration

Required

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire

1-3 years in financial services with an emphasis in providing an excellent customer experience

Planning experience and knowledge of financial markets and products

Strong social skills and the ability to deliver highly personalized service to each client

Ability to find success in a dynamic, deadline driven, and detailed compliance environment

Ability to think creatively and be comfortable making decisions with the support of your team

You are able to facilitate setting targeted appointments that improve engagement with clients

You are client oriented and bring great perspective on financial planning

You have a vested interest in being an advocate for your clients

You are professional with a polished communication style compatible with high net worth clientele

Being coachable, collaborative, and curious are your 'go to' attributes

Preferred

Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one