Wealth Management, Senior Relationship Manager - Michigan

Fidelity • Ann Arbor, MI

1d

About The Position

The Senior Relationship Manager is a member of Fidelity’s Wealth Management team and partners closely with Advisors to provide a personalized experience for sophisticated and high-net-worth clients. The role builds and maintains client relationships through proactive outreach, inbound support, and ongoing relationship management, helping strengthen relationships, support business growth, and deliver exceptional service.

The position addresses a broad range of client needs, including brokerage and investment inquiries, asset allocation, retirement and income planning, trust and estate considerations, and tax-advantaged investment solutions. In partnership with Advisors, the role supports client strategies through structured contact plans, annual reviews, guidance preparation discussions, and pre- and post-meeting follow-up. Regular communication and attention to evolving client needs help identify opportunities for asset consolidation, additional wealth management solutions, and enhanced engagement.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite requirements vary by role and location and may evolve as the rollout continues. The transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Series 7 and Series 66 licenses with appropriate state registrations, or the ability to acquire Series 66 upon hire.
• Five or more years of customer service experience in the financial services industry.
• Exceptional interpersonal communication skills, including telephone and face-to-face consultations.
• Subject-matter expertise to address unique and complex client service requests.
• Ability to work in a dynamic, fast-paced environment where timely completion of tasks is critical.
• Ability to conduct comprehensive investment-related discussions and participate in client meetings for investment, life events, and service reviews.
• Ability to maintain client portfolios in accordance with compliance guidelines.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Build and maintain meaningful relationships with sophisticated and high-net-worth clients through proactive outreach, inbound support, and ongoing relationship management.
• Address client needs and inquiries related to brokerage, investments, asset allocation, retirement and income planning, trust and estate considerations, and tax-advantaged investment solutions.
• Partner with Advisors to support the execution of client strategies through structured contact plans, annual reviews, guidance preparation discussions, and pre- and post-meeting follow-up.
• Maintain regular communication and understand clients’ evolving needs.
• Identify opportunities for asset consolidation, additional wealth management solutions, and enhanced client engagement.
• Conduct comprehensive investment-related discussions and participate in client meetings for investment, life events, and service reviews.
• Maintain client portfolios in accordance with compliance guidelines.
• Complete tasks in a timely manner in a dynamic, fast-paced environment.

What This Job Offers

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