Relationship Manager at Fidelity Investments

Troy, Michigan, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

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
Degree and/or other professional certifications are helpful (e.g., CFP)
Client oriented with great perspective on financial planning
Vested interest in being an advocate for clients
Professional with a polished communication style compatible with high net worth clientele
Coachable, collaborative, and curious

Responsibilities

Facilitating relationships with Fidelity’s most valuable clients
Inspiring client dedication and engagement to develop long-lasting, positive relationships
Nurturing a book of business and finding opportunities to add value to the relationship
Fostering client relationships and finding opportunities to deepen the relationship in meaningful ways
Keeping Financial Consultants organized and ensuring daily work is carried out with the client’s needs top of mind
Facilitating setting targeted appointments that improve engagement with clients
Deepening client relationships through long-term mentorship
Collaborating with the Relationship Manager team company wide
Being responsible for the client contact strategy
Building long-lasting meaningful relationships with clients

Skills

Key technologies and capabilities for this role

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66financial planningfinancial marketscustomer experienceclient relationship managementcompliance

Questions & Answers

Common questions about this position

What licenses are required for the Relationship Manager role?

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations are required, or the ability to acquire Series 65/66 upon hire.

Is this a remote position or does it require office work?

Most roles at Fidelity are Hybrid, requiring some in-office presence.

What compensation and benefits does Fidelity offer?

Fidelity offers a competitive total rewards package, including a stable base salary to recognize associate achievements, and benefit programs designed to help balance work and family life.

What training opportunities are available for this role?

Fidelity provides training in-branch, regionally, nationally, and virtually to support all aspects of your business, along with a Tuition Reimbursement program to help obtain certifications or a degree.

What skills make a strong candidate for this position?

Strong candidates have 1-3 years in financial services with excellent customer experience, strong social skills for personalized service, planning experience, and attributes like being coachable, collaborative, and curious.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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