Wealth Management, Senior Relationship Manager - Michigan

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

## Wealth Management, Senior Relationship Manager - MichiganApply: 44244 WEST 12 MILE ROAD, SUITE 100, Novi MI: Ann Arbor, MI: Farmington Hills, MI: Full time: Posted Today: 2136786**Fidelity will not provide immigration sponsorship for this position.**## ## Job Description:**Note: Fidelity will not provide immigration sponsorship for this position.**## **The Role****Building meaningful client relationships is at the heart of this role****.** As a key member of the Wealth Management team, this role partners closely with Advisors to deliver a highly personalized experience for Fidelity's most sophisticated and high-net-worth clients. Through a combination of proactive outreach, inbound client support, and ongoing relationship management, this role helps strengthen client relationships, drive business growth, and deliver exceptional service.Responsibilities include addressing a broad range of client needs, including brokerage and investment inquiries, asset allocation, retirement and income planning, trust and estate considerations, and tax-advantaged investment solutions. In partnership with the Advisor, this role supports the execution of client strategies through structured contact plans, annual reviews, guidance preparation discussions, and pre- and post-meeting follow-up. By maintaining regular communication and understanding clients' evolving needs, this role identifies opportunities for asset consolidation, additional wealth management solutions, and enhanced client engagement, helping ensure long-term client success and a seamless client experience.## **The Expertise and Skills You Bring*** Series 7 & 66 licensed and hold appropriate state registrations, 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, via telephone and face-to-face consultations* Subject matter expertise will be used to address unique and complex client service requests* Ability to work in a dynamic, fast-paced environment where timely completion of tasks is critical* Ability to conduct comprehensive investment related discussions and participate in client meetings for investment, life events and service reviews* Effectively maintain client portfolios in accordance with compliance guidelines## **The Team**Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists helps clients identify long term objectives and develop strategies for achieving them.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.