Relationship Manager - Seattle, WA

Fidelity Investments•Seattle, WA

1d•$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 aligning daily activities with client needs. The Relationship Manager cultivates a book of business and identifies opportunities to add value to client relationships. The position focuses on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company-wide, managing the client contact strategy, and building lasting relationships with clients. Fidelity provides in-branch, regional, national, and virtual training and onboarding.

Requirements

Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or have 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 support from the team.
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.
Demonstrated coachability, collaboration, and curiosity.
Fidelity will not provide immigration sponsorship for this position.

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

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.
Be responsible for the client contact strategy.
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.
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 to develop your career.
Training in-branch, regionally, nationally, and virtually.