Relationship Manager - Bethesda, MD

About the role

The Relationship Manager role involves fostering strong client relationships, providing excellent customer service, and finding opportunities to enhance these relationships.

Responsibilities

• Nurture a book of business and identify opportunities to add value to client relationships
• Facilitate setting targeted appointments to improve client engagement
• Ensure the daily work is client-focused and aligned with their needs
• Work closely with Financial Consultants to organize and manage client interactions
• Think creatively and make informed decisions with support from the team

Requirements

• FINRA Series 7 & 66 license or ability to obtain within 3 months of hire
• At least 1-3 years of experience in financial services with a focus on customer experience
• Experience in financial markets and products
• Strong interpersonal and social skills
• Ability to handle a dynamic, deadline-driven, and detail-oriented compliance environment
• Professional communication style suitable for high-net-worth clientele

Qualifications

• Education and/or professional certifications (CFP, degree) are helpful
• Fidelity’s Tuition Reimbursement program can assist with obtaining necessary certifications

Skills

• Able to facilitate setting targeted appointments to improve client engagement
• Client-oriented and brings great perspective on financial planning
• Interested in advocating for clients
• Professional and polished communication style
• Coachable, collaborative, and curious

Benefits

Our investments in you include a competitive total rewards package, including a stable base salary, training in-branch, regionally, nationally, and virtually, and a wide range of benefits such as comprehensive health care coverage, emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Pay

The base salary range for this position is $48,000-91,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Schedule

Fidelity’s investments in you include a competitive total rewards package, including a stable base salary, training in-branch, regionally, nationally, and virtually, and a wide range of benefits such as comprehensive health care coverage, emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.