Relationship Manager - Oklahoma City, OK

Fidelity Investments • Nichols Hills, OK

1d

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, helping build long-lasting, positive client relationships through honesty and integrity.

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 meaningful connections with clients. Fidelity provides training in-branch, regionally, nationally, and virtually, along with a competitive total rewards package and stable base salary.

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 financial services experience, with an emphasis on providing an excellent customer experience.
• Succeed in a dynamic, deadline-driven, detailed compliance environment.
• Have planning experience and knowledge of financial markets and products.
• Have strong social skills and the ability to deliver highly personalized service to each client.
• Think creatively and be comfortable making decisions with team support.
• Have a client-focused mindset and strong financial planning insight.
• Have a vested interest in being an advocate for clients.
• Communicate professionally and with a polished style.
• Demonstrate coachability, collaboration, and curiosity.

Nice To Haves

• A degree and/or other professional certifications.
• A CFP designation.

Responsibilities

• Facilitate relationships with Fidelity’s most valuable clients.
• 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.
• Be responsible for the client contact strategy.
• Collaborate with the Relationship Manager team company-wide.
• Build long-lasting, meaningful relationships with clients.

Benefits

• Competitive total rewards package.
• Stable base salary.
• Tuition reimbursement.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed