Relationship Manager - Oakdale, MN

Fidelity • Oakdale, MN

9h • Hybrid

About The Position

As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know 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.

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

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 with Fidelity.
• 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.

Benefits

• Competitive total rewards package
• Stable base salary
• 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: Associate degree
• Number of Employees: 101-250 employees