Relationship Manager - San Francisco, CA

Fidelity Investments•San Francisco, CA

3d•$48,000 - $91,000

About The Position

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. The role supports the branch team by strengthening client relationships, keeping Financial Consultants organized, and aligning daily activities with client needs. The Relationship Manager cultivates a book of business, identifies opportunities to add value, and builds long-lasting, positive client relationships through honesty and integrity. The position focuses on deepening client relationships through long-term mentorship, collaboration with the Relationship Manager team company-wide, ownership of the client contact strategy, and meaningful client engagement. Fidelity provides in-branch, regional, national, and virtual training and onboarding. The position is based in San Francisco, California. Fidelity is transitioning to a full-time onsite working model through a phased rollout; onsite expectations vary by role and location and may evolve. Fidelity will not provide immigration sponsorship for this position.

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 experience in financial services, 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 support from the team.
Facilitate targeted appointments that drive meaningful client engagement.
Bring a client-focused mindset and strong financial planning insight.
Demonstrate 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.
A CFP designation or degree.

Responsibilities

Strengthen relationships with Fidelity’s most valuable clients.
Support the branch team and keep Financial Consultants organized.
Align daily activities 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.
Deepen client relationships through long-term mentorship and personalized service.
Take responsibility for the client contact strategy.
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.
Comprehensive health care coverage.
Emotional well-being support.
Retirement benefits.
Paid time off.
Parental leave.
Charitable giving employee match program.
Educational assistance, including student loan repayment and tuition reimbursement.
Learning resources for career development.
Training in-branch, regionally, nationally, and virtually.