Full-Time

Relationship Manager

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Junior, Mid

Company Historically Provides H1B Sponsorship

Reno, NV, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Customer Success Management
Sales & Account Management

You match the following Fidelity Investments's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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
Responsibilities
  • Fostering client relationships and finding opportunities to deepen the relationship in meaningful ways
  • Keeping the Financial Consultants organized and ensuring daily work is carried with the client’s needs top of mind
  • Facilitating setting targeted appointments that improve engagement with clients
  • Collaborating with the Relationship Manager team company wide
  • Being responsible for the client contact strategy
  • Building long-lasting meaningful relationships with clients
Desired Qualifications
  • 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

Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and widgets that deliver real-time market data, news, and trading tools, such as the Fidelity Market Monitor for Glass and the Fidelity app for Windows Phone 8. Unlike many competitors, Fidelity focuses on integrating new technologies and user-friendly designs to enhance the investment experience. The company's goal is to empower users to make informed financial decisions and effectively manage their portfolios.

Company Stage

Debt Financing

Total Funding

$120.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in wearables boosts potential for Fidelity's mobile market tools.
  • AI and data-driven trends enhance Fidelity's data analytics capabilities.
  • Strategic talent acquisition strengthens Fidelity's innovation and product development.

What critics are saying

  • Loss of key personnel to competitors like Aviva Investors.
  • Increased competition in wealth management from firms like Vanguard.
  • Volatile cryptocurrency market may impact Fidelity's investment offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile apps provide comprehensive market monitoring and trading tools.
  • Fidelity's Open Limit Order Visualization offers unique insights into order execution.

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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