Wealth Management Senior Relationship Manager - San Jose Area
About The Position
As a key member of Fidelity’s Wealth Management team, the Senior Relationship Manager partners closely with Advisors to provide a personalized experience for sophisticated and high-net-worth clients. The role builds and strengthens client relationships through proactive outreach, inbound support, and ongoing relationship management, while supporting business growth and 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 Advisors, the role supports client strategies through structured contact plans, annual reviews, guidance preparation discussions, and pre- and post-meeting follow-up. Regular communication and understanding of clients’ evolving needs help identify opportunities for asset consolidation, additional wealth management solutions, and enhanced engagement. Private Wealth Management combines strategies across retirement, investment, tax, and estate planning to protect, grow, and transfer assets. The team uses a customized approach to help clients identify long-term objectives and develop strategies to achieve them. Fidelity is transitioning to a full-time onsite working model through a phased rollout; onsite expectations vary by region and role and may evolve. Fidelity will not provide immigration sponsorship for this position.
Requirements
- Series 7 and Series 66 licenses with 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, both by telephone and in face-to-face consultations.
- 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.
- Ability to maintain client portfolios in accordance with compliance guidelines.
Nice To Haves
- Bachelor’s degree preferred.
Responsibilities
- Build and maintain relationships with sophisticated and high-net-worth clients through proactive outreach, inbound 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.
- Partner with Advisors to support client strategies through structured contact plans, annual reviews, guidance preparation discussions, and pre- and post-meeting follow-up.
- Maintain regular communication and understand clients’ evolving needs.
- Identify opportunities for asset consolidation, additional wealth management solutions, and enhanced client engagement.
- Conduct comprehensive investment-related discussions and participate in client meetings for investment, life events, and service reviews.
- Maintain client portfolios in accordance with compliance guidelines.
- Use subject matter expertise to address unique and complex client service requests.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement benefits
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment and tuition reimbursement
- Learning resources to develop your career
- Possible bonus or other variable compensation, depending on position and eligibility requirements
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
