Relationship Manager - Raleigh, NC

Fidelity Investments • Raleigh, NC

3d

About The Position

The Relationship Manager facilitates relationships with Fidelity’s most valuable clients. The role supports the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities align with client needs. The Relationship Manager cultivates a book of business and identifies opportunities to add value to client relationships, building long-lasting, positive relationships through honesty and integrity.

The role focuses on deepening client relationships through long-term mentorship, collaboration with the company-wide Relationship Manager team, responsibility for the client contact strategy, and meaningful client interactions. Fidelity provides in-branch, regional, national, and virtual training, along with a competitive total rewards package that includes a stable base salary and benefits intended to support associates and their families.

Requirements

• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or have the ability to acquire Series 66 upon hire.
• Have 1–3 years of financial services experience, with an emphasis on providing an excellent customer experience.
• Succeed in a dynamic, deadline-driven, detailed compliance environment.
• Have planning experience and knowledge of financial markets and products.
• Demonstrate strong social skills and the ability to deliver highly personalized service to each client.
• Think creatively and make decisions with the support of the team.
• Facilitate targeted appointments that drive meaningful client engagement.
• Bring a client-focused mindset and strong financial planning insight.
• Have a vested interest in advocating for clients.
• Communicate professionally with a polished style.
• Demonstrate coachability, collaboration, and curiosity.

Nice To Haves

• A degree and/or other professional certifications are helpful.
• A CFP credential or degree; Fidelity’s Tuition Reimbursement program may help associates obtain one.

Responsibilities

• Strengthen relationships with Fidelity’s most valuable clients.
• Support the branch team and keep Financial Consultants organized.
• Ensure daily activities are aligned with client needs.
• Cultivate a book of business and identify opportunities to add value to client relationships.
• Facilitate targeted appointments that drive meaningful client engagement.
• Own the client contact strategy and deepen client relationships through long-term mentorship.
• Collaborate with the Relationship Manager team company-wide.
• Build long-lasting, meaningful relationships with clients.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to help associates and their families strike the right balance.
• Tuition reimbursement program.
• In-branch, regional, national, and virtual training.

What This Job Offers

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