Relationship Manager - San Francisco, CA

Fidelity•San Francisco, CA

2d•$48,000 - $91,000

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, with the goal of building long-lasting, positive relationships and increasing client engagement. 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 interactions. Fidelity provides training in-branch, regionally, nationally, and virtually. The role is subject to Fidelity’s phased transition to a full-time onsite working model; onsite expectations vary by role and location and may evolve. The position does not include immigration sponsorship.

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, emphasizing excellent customer experience.
Succeed in a dynamic, deadline-driven, detail-oriented compliance environment.
Have planning experience and knowledge of financial markets and products.
Demonstrate strong social skills and the ability to deliver highly personalized client service.
Think creatively and be comfortable making decisions with team support.
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 designation or degree; Fidelity’s tuition reimbursement program may help associates obtain one.

Responsibilities

Support the branch team by strengthening client relationships and keeping 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 and meaningful client interactions.
Collaborate with the Relationship Manager team company-wide.
Be responsible for the client contact strategy.
Advocate for clients and develop long-lasting, positive relationships.

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.