Wealth Management Senior Relationship Manager - San Jose Area

Fidelity • Campbell, CA

11d

About The Position

The Wealth Management Senior Relationship Manager builds meaningful relationships with Fidelity’s sophisticated and high-net-worth clients, working closely with Advisors to provide a personalized experience. Through proactive outreach, inbound support, and ongoing relationship management, the role strengthens client relationships, supports business growth, and delivers exceptional service. The position addresses client needs involving brokerage and investment inquiries, asset allocation, retirement and income planning, trust and estate considerations, and tax-advantaged investment solutions.

In partnership with the Advisor, the Senior Relationship Manager supports client strategies through structured contact plans, annual reviews, guidance preparation discussions, and pre- and post-meeting follow-up. Regular communication and an understanding of clients’ evolving needs help identify opportunities for asset consolidation, additional wealth management solutions, and stronger client engagement. Private Wealth Management integrates retirement, investment, tax, and estate planning to help clients protect, grow, and transfer assets and pursue long-term objectives.

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

• Hold Series 7 and Series 66 licenses and appropriate state registrations, or have 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 for 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.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Build and maintain meaningful relationships with sophisticated and high-net-worth clients.
• Partner with Advisors to deliver a highly personalized client experience and support business growth.
• Provide proactive outreach, inbound client support, and ongoing relationship management.
• Address client needs related to brokerage and investment inquiries, asset allocation, retirement and income planning, trust and estate considerations, and tax-advantaged investment solutions.
• 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 identify opportunities for asset consolidation, additional wealth management solutions, and enhanced client engagement.
• Conduct investment-related discussions and participate in client meetings concerning investments, life events, and service reviews.
• Maintain client portfolios in accordance with compliance guidelines.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Retirement benefits
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources for career development
• Bonus or other variable compensation may be included, depending on position and eligibility requirements.

What This Job Offers

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