Relationship Manager- Oakdale, MN
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 aligning daily activities with client needs. The Relationship Manager cultivates a book of business, identifies opportunities to add value, and helps develop long-lasting, positive client 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 building meaningful client relationships. Fidelity provides training in-branch, regionally, nationally, and virtually, along with a competitive total rewards package and stable base salary. The role is subject to Fidelity’s evolving onsite working model; onsite requirements vary by role and location during a phased rollout.
Requirements
- FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
- 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.
- Coachability, collaboration, and curiosity.
Nice To Haves
- A degree and/or other professional certifications are helpful.
- CFP certification or a degree; Fidelity’s Tuition Reimbursement program may help associates obtain one.
Responsibilities
- Strengthen relationships with Fidelity’s most valuable clients.
- Support the branch team by keeping Financial Consultants organized and aligning 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.
- Help deepen client relationships through long-term mentorship and meaningful ongoing contact.
- Collaborate with the Relationship Manager team company-wide.
- Be responsible for the client contact strategy.
- Advocate for clients and provide personalized service.
Benefits
- Competitive total rewards package and stable base salary.
- Comprehensive health care coverage.
- Emotional well-being support.
- Market-leading 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
