Relationship Manager - Madison, WI

Fidelity•Middleton, WI

16h•Hybrid

About The Position

As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind. You are key to the Fidelity relationship strategy, deepening client relationships through long term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
1-3 years in financial services with an emphasis in providing an excellent customer experience
Planning experience and knowledge of financial markets and products
Strong social skills and the ability to deliver highly personalized service to each client
Ability to find success in a dynamic, deadline driven, and detailed compliance environment
Ability to think creatively and be comfortable making decisions with the support of your team
Professional with a polished communication style compatible with high net worth clientele
Being coachable, collaborative, and curious
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Nice To Haves

Degree and/or other professional certifications are helpful

Responsibilities

Facilitating relationships with Fidelity’s most valuable clients.
Inspiring client dedication and engagement to develop long-lasting, positive relationships.
Nurturing a book of business and finding opportunities to add value to the relationship.
Fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.
Keeping Financial Consultants organized and ensuring daily work is carried with the client’s needs top of mind.
Facilitating setting targeted appointments that improve engagement with clients.
Deepening client relationships through long term mentorship.
Collaborating with the Relationship Manager team company wide.
Being responsible for the client contact strategy.
Building long-lasting meaningful relationships with clients.