Strategic Client Relationship Manager

Fidelity Investments Inc.; Greenville (DE); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Tuition Reimbursement

Job summary

Fidelity Investments Inc. is seeking a Relationship Manager to support the branch team in deepening client relationships and delivering highly personalized service to Fidelity's valued clients. You will learn to cultivate a book of business and find opportunities to add value through everyday interactions.

The role emphasizes compliance, strong communication, and collaboration with Financial Consultants. Onsite work model with ongoing training and development offered.

Qualifications

• FINRA licenses required or ability to acquire Series 66 upon hire.
• 1–3 years in financial services with focus on customer experience.
• Ability to succeed in a deadline-driven, compliance-focused environment.
• Planning experience and knowledge of financial markets/products.
• Strong social skills with highly personalized service.
• Creative thinking with team-supported decisions.
• Degree and/or CFP helpful; Tuition Reimbursement available.
• Ability to set targeted appointments driving client engagement.
• Client-focused mindset with solid financial planning insight.
• Advocate for clients with professional communication.

Responsibilities

• Support branch team by strengthening client relationships.
• Help keep Financial Consultants organized and focused on client needs.
• Cultivate a book of business and identify opportunities to add value.
• Facilitate targeted appointments that drive meaningful client engagement.

Skills

FINRA Series 7 & 66

Customer experience

Relationship building

Financial planning insight

Communication skills

Team collaboration

Decision making

Education

CFP or related degree

Finance degree

Job description

Fidelity Investments Inc. is seeking a Relationship Manager to support the branch team in deepening client relationships and delivering highly personalized service to Fidelity's valued clients. You will learn to cultivate a book of business and find opportunities to add value through everyday interactions.

The role emphasizes compliance, strong communication, and collaboration with Financial Consultants. Onsite work model with ongoing training and development offered.