Senior Private Wealth Relationship Manager

Soteria Reinsurance Ltd.; Novi (MI); On-site; USD 90,000 - 150,000; Full time

Job summary

Fidelity Investments in Michigan is seeking a Senior Relationship Manager to strengthen client relationships within Wealth Management. You will partner with Advisors to deliver highly personalized service to high-net-worth clients, handling brokerage inquiries, asset allocation, retirement and estate considerations, and tax-advantaged solutions.

The role involves proactive outreach, quarterly reviews, and active participation in client meetings to drive assets and engagement, with an onsite work

Qualifications

• Series 7 and 66 licenses or ability to acquire Series 66 upon hire.
• Five or more years of customer service experience in the financial services industry.
• Bachelor’s Degree preferred.
• Exceptional interpersonal communication skills for telephone and face-to-face consultations.
• Ability to work in a dynamic, fast-paced environment where timely completion of tasks is critical.
• Ability to conduct comprehensive investment discussions and participate in client meetings for investment, life events and service reviews.
• Maintain client portfolios in accordance with compliance guidelines.

Responsibilities

• Build meaningful client relationships and support advisors.
• Address brokerage and investment inquiries and asset allocation needs.
• Support execution of client strategies through structured contact plans and reviews.
• Identify opportunities for new wealth management solutions and deeper engagement.
• Maintain regular client communication and post-meeting follow-up.

Skills

Series 7 & 66 license

Customer service experience

Interpersonal communication

Investment discussions

Portfolio management

Education

Bachelor's Degree preferred

Job description

Fidelity Investments in Michigan is seeking a Senior Relationship Manager to strengthen client relationships within Wealth Management. You will partner with Advisors to deliver highly personalized service to high-net-worth clients, handling brokerage inquiries, asset allocation, retirement and estate considerations, and tax-advantaged solutions.

The role involves proactive outreach, quarterly reviews, and active participation in client meetings to drive assets and engagement, with an onsite work