Wealth Management Senior Relationship Manager - Henderson, NV

Fidelity Investments • Henderson, NV

414d • Onsite

About The Position

The Relationship Manager role at Fidelity Investments focuses on providing exceptional customer service to high net worth clients. This position is integral to the Wealth Management team, supporting Advisors in enhancing and developing their business through strong client relationships and personalized service. The role requires a blend of interpersonal skills, financial expertise, and the ability to manage complex client needs effectively.

Requirements

• Series 7, 63 & 65 licenses are required.
• Five or more years of customer service experience in the Financial Services industry.
• Bachelor's Degree preferred.
• Exceptional interpersonal communication skills, both via telephone and face-to-face.
• Ability to work in a dynamic, fast-paced, and deadline-oriented environment.

Nice To Haves

• Experience in Wealth Management or Private Banking.
• Knowledge of trust and estate planning.

Responsibilities

• Manage inbound calls and emails from a book of clients and proactively reach out to clients.
• Deliver customized service to clients seeking a personalized high-touch relationship.
• Document and communicate strategy discussions and implementation.
• Address a range of customer needs, including mutual fund inquiries, asset allocation discussions, and retirement planning.
• Partner with Advisors to implement a structured client contact strategy and promote annual guidance reviews.
• Identify opportunities for asset consolidation and sophisticated product offerings.
• Conduct basic guidance preparation discussions with clients to support overall strategies developed by the Advisor.
• Assist with pre- and post-guidance appointments, making outbound calls to understand client meeting objectives.

Benefits

• Flexible benefits that support employees through every stage of their career.
• Opportunities for learning and career development.
• Recognition as a top 10 Best Place to Work in 2024 by Glassdoor.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree