Wealth Management Senior Relationship Manager - Sacramento, CA Area

Fidelity Investments • Sacramento, CA

8d • $79,000 - $153,000 • Onsite

About The Position

This role is for a Relationship Manager who excels at nurturing client interactions and building strong relationships. The primary purpose of this role is to provide the highest level of customer service to Fidelity’s most sophisticated and highest net worth clients. Through frequent communication and collaboration, you will be a key player on the Wealth Management team, directly supporting the Advisor’s efforts to increase and develop their business. You will manage inbound calls and emails from a book of clients and take responsibility for proactive outreach. This role involves delivering customized service to clients seeking a personalized high-touch relationship, documenting and communicating strategy discussions, and effectively addressing a range of customer needs including mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, and income and retirement planning. You will partner with the Advisor to implement a structured client contact strategy, promote annual guidance reviews, identify opportunities for asset consolidation and High Net Worth product development, and conduct basic guidance preparation discussions. You will also assist with pre- and post-guidance appointments, making outbound calls to understand client meeting objectives and following up to schedule the next meeting.

Requirements

• Series 7, 63/65 or 66 and Life Insurance licenses are required
• 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 to address unique and complex client service requests
• Ability to work in a dynamic, fast-paced and deadline-oriented environment

Nice To Haves

• Bachelor’s Degree preferred

Responsibilities

• Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients
• Delivering customized service to clients seeking a personalized high-touch relationship
• Documenting and communicating strategy discussions and implementation
• Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
• Partnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviews
• Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings
• Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Advisor
• Helping with pre- and post-guidance appointments making outbound calls to understand what the client meeting objectives and following up on post appointments to schedule the next meeting
• Conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviews
• Effectively maintain client portfolios in accordance with compliance guidelines

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree