Relationship Manager - Madison, WI

Fidelity Investments•Middleton, WI

1d•Hybrid

About The Position

As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
1-3 years in financial services with an emphasis in providing an excellent customer experience
Planning experience and knowledge of financial markets and products
Strong social skills and the ability to deliver highly personalized service to each client
Ability to find success in a dynamic, deadline driven, and detailed compliance environment
Ability to think creatively and be comfortable making decisions with the support of your team
Client oriented and bring great perspective on financial planning
Professional with a polished communication style compatible with high net worth clientele
Being coachable, collaborative, and curious are your "go to" attributes
Fidelity will not provide immigration sponsorship for this position

Nice To Haves

Degree and/or other professional certifications (e.g., CFP)

Responsibilities

Facilitate relationships with Fidelity’s most valuable clients
Inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity
Nurture a book of business and successfully find opportunities to add value to the relationship
Foster client relationships and find opportunities to deepen the relationship in meaningful ways
Keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind
Facilitate setting targeted appointments that improve engagement with clients
Be an advocate for your clients
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