Central Relationship Manager - Greater Los Angeles, CA Area

Fidelity • Los Angeles, CA

1d • Onsite

About The Position

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets. In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

Requirements

• Primary residence must be located within a 90-mile radius of approved branch sites (LA Century City, Pasadena, Burbank South Bay/Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks).
• 1-3 years of experience in financial services (outbound calling experience preferred).
• Related customer engagement experience desired.
• Series 7 and Series 63 required.
• Series 66 licensed preferred.
• Excellent communication and interpersonal skills with clients, peers, and business partners.
• Comfortable making outbound telephone calls.
• Ability to thrive in a fast-paced environment.
• A broad understanding of investment options for the high-net-worth client.
• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets.
• 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.

Nice To Haves

• Outbound calling experience preferred.
• Series 66 licensed preferred.

Responsibilities

• Lead the client contact strategy.
• Collaborate with Relationship Manager teams across the company.
• Build meaningful, lasting relationships that enhance the client experience and drive loyalty.
• Engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience.
• Partner closely with a Financial Consultant to help strengthen client relationships and support asset growth.
• Leverage monthly sales campaigns.
• Identify asset consolidation opportunities.
• Conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed