Relationship Manager - Seattle, WA

Fidelity•Seattle, WA

About The Position

The Relationship Manager helps facilitate 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 are aligned with client needs. The Relationship Manager uses honesty and integrity to inspire client dedication and engagement and build lasting, positive relationships. The position provides opportunities to cultivate a book of business, identify ways to add value to client relationships, and contribute to the business through daily client interactions. The role focuses on deepening client relationships through long-term mentorship, collaboration with Relationship Manager colleagues company-wide, responsibility for the client contact strategy, and the development of meaningful, long-lasting client relationships. Fidelity provides training in-branch, regionally, nationally, and virtually, along with onboarding support.

Requirements

Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
1–3 years of experience in financial services, 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 the support of the team.
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.
CFP certification.

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.
Take responsibility for the client contact strategy.
Deepen client relationships through long-term mentorship and develop lasting, meaningful relationships.
Collaborate with the Relationship Manager team company-wide.

Benefits

Competitive total rewards package, including a stable base salary.
Comprehensive health care coverage.
Emotional well-being support.
Retirement benefits.
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 and onboarding.