Wealth Management, Senior Relationship Manager - Michigan

Fidelity Investments • Novi, MI

2d • Onsite

About The Position

Building meaningful client relationships is at the heart of this role. As a key member of the Wealth Management team, this role partners closely with Advisors to deliver a highly personalized experience for Fidelity's most sophisticated and high-net-worth clients. Through a combination of proactive outreach, inbound client support, and ongoing relationship management, this role helps strengthen client relationships, drive business growth, and deliver exceptional service. Responsibilities include addressing 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 the Advisor, this role supports the execution of client strategies through structured contact plans, annual reviews, guidance preparation discussions, and pre- and post-meeting follow-up. By maintaining regular communication and understanding clients' evolving needs, this role identifies opportunities for asset consolidation, additional wealth management solutions, and enhanced client engagement, helping ensure long-term client success and a seamless client experience.

Requirements

• Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Five or more years of customer service experience in the Financial Services industry
• Exceptional interpersonal communication skills, via telephone and face-to-face consultations
• Subject matter expertise will be used 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

Nice To Haves

• Bachelor’s Degree preferred

Responsibilities

• Addressing 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.
• Supporting the execution of client strategies through structured contact plans, annual reviews, guidance preparation discussions, and pre- and post-meeting follow-up.
• Maintaining regular communication and understanding clients' evolving needs.
• Identifying opportunities for asset consolidation, additional wealth management solutions, and enhanced client engagement.
• Effectively maintain client portfolios in accordance with compliance guidelines.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior