Strategic Client Relationships Lead

Fidelity; United States; On-site; USD 70,000 - 120,000; Full time

Job summary

Fidelity is seeking a Relationship Manager to foster deep client relationships, support the branch team, and maintain organized, client-focused operations. You will learn to cultivate a book of business and identify opportunities to add value in a dynamic environment.

Role requires FINRA licenses or ability to obtain Series 66, 1–3 years in financial services, and strong communication skills. Onsite work model currently in use with professional development opportunities.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• 1-3 years in financial services focusing on customer experience.
• Ability to thrive in a deadline-driven, highly compliant environment.
• Planning knowledge of financial markets and products.
• Strong interpersonal skills for highly personalized client service.

Responsibilities

• Foster relationships with Fidelity's most valuable clients.
• Support branch team by strengthening client relationships and keeping Financial Consultants organized.
• Develop a book of business and identify opportunities to add value to client relationships.
• Deliver professional, client-focused guidance with integrity and coachability.

Skills

FINRA licenses

Client service

Compliance awareness

Relationship building

Communication

Education

CFP or degree (helpful)

Tools

SIE

Series 7

Series 66

Job description

Fidelity is seeking a Relationship Manager to foster deep client relationships, support the branch team, and maintain organized, client-focused operations. You will learn to cultivate a book of business and identify opportunities to add value in a dynamic environment.

Role requires FINRA licenses or ability to obtain Series 66, 1–3 years in financial services, and strong communication skills. Onsite work model currently in use with professional development opportunities.