Full-Time

Relationship Manager

Posted on 1/8/2025

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Junior, Mid

Reno, NV, USA

Hybrid role requiring onsite work every other week.

Category
Customer Success Management
Sales & Account Management
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • 1-3 years in financial services with an emphasis in providing an excellent customer experience
  • Planning experience and knowledge of financial markets and products
  • Strong social skills and the ability to deliver highly personalized service to each client
  • Ability to find success in a dynamic, deadline driven, and detailed compliance environment
  • Ability to think creatively and be comfortable making decisions with the support of your team
  • Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
Responsibilities
  • You are key to the Fidelity relationship strategy
  • Deepening client relationships through long term mentorship
  • Collaborating with the Relationship Manager team company wide
  • Being responsible for the client contact strategy
  • Building long-lasting meaningful relationships with clients

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and widgets that provide real-time market data, news, and trading tools. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading features on their mobile devices. Additionally, they provide visualization tools for monitoring stock price changes and open limit orders, helping users gain insights into their investments. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The company's goal is to empower individuals with the information and tools they need to make informed financial decisions.

Company Stage

Debt Financing

Total Funding

$120.2B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased adoption of wearable tech could boost Fidelity's mobile solutions.
  • Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.
  • Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

What critics are saying

  • Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.
  • Increased competition from Vanguard's new division could draw clients away from Fidelity.
  • Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.
  • Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement