Relationship Manager - Fort Collins, CO

About the Role

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. Through your honesty and integrity, you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.

Responsibilities

• Strengthen client relationships and ensure daily activities align with client needs
• Support Financial Consultants in maintaining organization and focus
• Cultivate a book of business and identify opportunities to add value
• Facilitate targeted appointments that drive meaningful client engagement
• Serve as a client advocate with a strong financial planning insight
• Collaborate with the Relationship Manager team company-wide
• Develop and execute client contact strategies to build long-lasting relationships

Requirements

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• 1-3 years in financial services with an emphasis on providing excellent customer experience
• Ability to succeed in a dynamic, deadline-driven, and detailed compliance environment
• Planning experience and knowledge of financial markets and products
• Strong social skills and ability to deliver highly personalized service to each client
• Ability to think creatively and make decisions with team support
• Client-focused mindset and strong financial planning insight
• Professional, polished communication style
• Demonstrated coachability, collaboration, and curiosity as core strengths

Qualifications

• Degree and/or other professional certifications are helpful (e.g., CFP)
• Tuition Reimbursement program available to help obtain certifications or degrees

Benefits

• Competitive total rewards package, including a stable base salary
• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement benefits
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources

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. Base salary is only part of the total compensation package and may include bonus or other variable compensation, depending on eligibility.

Schedule

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and numerous state laws and regulations. These may restrict hiring individuals with certain criminal histories.