Relationship Manager - Broomfield, CO

Fidelity • Broomfield, CO

20h

About The Position

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and aligning daily activities with client needs. Through honesty and integrity, you will inspire client dedication and engagement and help develop long-lasting, positive relationships with Fidelity.

You will learn to cultivate a book of business and identify opportunities to add value to client relationships. The role offers daily client interactions and the opportunity to see your impact on the business. You will deepen client relationships through long-term mentorship, collaborate with the Relationship Manager team company-wide, manage the client contact strategy, and build meaningful relationships with clients.

Fidelity provides training in-branch, regionally, nationally, and virtually to support all aspects of the business. The company describes its total rewards package as including a stable base salary and benefits intended to support associates and their families. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles; current onsite expectations vary and may evolve.

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.
• Ability to succeed in a dynamic, deadline-driven, detailed compliance environment.
• Planning experience and knowledge of financial markets and products.
• Strong social skills and ability to deliver highly personalized service to each client.
• Ability to think creatively and make decisions with team support.
• Ability to facilitate targeted appointments that drive meaningful client engagement.
• Client-focused mindset and strong financial planning insight.
• Vested interest in advocating for clients.
• Professional demeanor and polished communication style.
• Demonstrate coachability, collaboration, and curiosity.

Nice To Haves

• A degree and/or other professional certifications are helpful.
• CFP certification or a degree; Fidelity offers tuition reimbursement to 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.
• Deepen client relationships through long-term mentorship.
• Collaborate with the Relationship Manager team company-wide.
• Take responsibility for the client contact strategy.
• Build long-lasting, meaningful relationships with clients.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Retirement benefits
• Generous 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

What This Job Offers

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