Strategic Client Relationship Manager – Financial Services

Fidelity; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

In-branch & regional training

Tuition reimbursement

Career development

Job summary

Fidelity seeks a Relationship Manager to strengthen client relationships and support branch teams. You will help organize Financial Consultants, ensure daily activities align with client needs, and identify value-adding opportunities within a growing book of business.

With FINRA licenses and customer-focused experience, you’ll operate in a collaborative, compliant environment and benefit from Fidelity's training and mentorship to deepen client engagement across regions.

Qualifications

• FINRA licenses required or ability to acquire Series 66.
• 1–3 years in financial services with a focus on customer experience.
• Ability to work in a regulated, deadline-driven, and detail-oriented environment.
• Knowledge of financial markets and products.
• Strong client service mindset and communication.

Responsibilities

• Support the branch team by strengthening client relationships.
• Keep Financial Consultants organized and aligned with client needs.
• Cultivate a book of business and identify opportunities to add value to relationships.

Skills

FINRA Licenses

Customer experience

Financial planning

Communication skills

Team collaboration

Decision making

CFP helpful

Appointment setting

Client advocacy

Education

Finance degree helpful

CFP pursuit encouraged

Job description

Fidelity seeks a Relationship Manager to strengthen client relationships and support branch teams. You will help organize Financial Consultants, ensure daily activities align with client needs, and identify value-adding opportunities within a growing book of business.

With FINRA licenses and customer-focused experience, you’ll operate in a collaborative, compliant environment and benefit from Fidelity's training and mentorship to deepen client engagement across regions.