Wealth Management Senior Relationship Manager - Sacramento, CA Area

Fidelity•Sacramento, CA

4d•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
Bachelor’s Degree preferred
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

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.