Relationship Manager - Villanova, PA

Soteria Reinsurance Ltd.; Pennsylvania; On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments in Villanova, PA is seeking a Relationship Manager to support the branch team by strengthening client relationships and keeping Financial Consultants organized to align daily activities with client needs.

The role emphasizes delivering exceptional customer experience, compliance, and strong financial market knowledge, with opportunities for growth and tuition reimbursement for further certifications.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire.
• 1-3 years in financial services with a focus on customer experience.
• Ability to thrive in a deadline-driven, compliant environment.
• Knowledge of financial markets and products; strong planning.
• Strong social skills and highly personalized client service.
• Professional, coachable and collaborative mindset.
• Degree or certifications are helpful; Tuition Reimbursement may help obtain one.

Responsibilities

• Help facilitate relationships with Fidelity’s most valuable clients.
• Support branch team by strengthening client relationships.
• Keep Financial Consultants organized and aligned with client needs.
• Contribute to building a long-lasting, meaningful client book of business.

Skills

Series 7 & 66

Financial services experience

Compliance awareness

Financial markets knowledge

Personalized client service

Appointment setting

Client advocacy

Professional communication

Coachability & collaboration

Education

Bachelor's degree or certifications

Job description

## Relationship Manager - Villanova, PAApplylocations: 797 EAST LANCASTER AVE SUITE 100 VILLANOVA, PAtime type: Full timeposted on: Posted Todayjob requisition id: 2132877## ## Job Description:**Note: Fidelity will not provide immigration sponsorship for this position.**## **The Role**The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. Through your honesty and integrity, we know you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.## ## **The Expertise and Skills You Bring*** FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire* 1-3 years in financial services with an emphasis in providing an excellent customer experience* Ability to find success in a dynamic, deadline driven, and detailed compliance environment* 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 think creatively and be comfortable making decisions with the support of your team* 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* Ability to facilitate targeted appointments that drive meaningful client engagement* Client-focused mindset and brings strong financial planning insight* Vested interest in being an advocate for clients* Professional, with a polished communication style* Demonstrate coachability, collaboration, and curiosity as core strengths## ## **The Team**Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding. You are key to the Fidelity relationship strategy. You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:Series 07 - FINRA, Series 66 - FINRA## ## Category:## Relationship ManagementPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.