Relationship Manager - Madison, WI
About the role
The Relationship Manager at Fidelity is pivotal within the branch team, responsible for fostering client relationships and finding opportunities to deepen these relationships in meaningful ways. Key responsibilities include keeping Financial Consultants organized, ensuring daily work aligns with client needs, and facilitating targeted appointments to enhance client engagement.
Responsibilities
- Facilitate setting targeted appointments to improve client engagement
- Provide excellent customer experience and deliver personalized service
- Find success in a dynamic, deadline-driven, and detail-oriented compliance environment
- Think creatively and make decisions with team support
- Foster long-term mentorship and build meaningful client relationships
- Collaborate with the Relationship Manager team across the organization
- Develop and implement the client contact strategy
Requirements
- FINRA Series 7 & 66 licensed or ability to obtain Series 66 upon hire
- At least 1-3 years of experience in financial services with an emphasis on customer experience
- Planning experience and knowledge of financial markets and products
- Strong social skills and ability to deliver highly personalized service
- Vested interest in advocating for clients
- Professional communication style suitable for high-net-worth clientele
- Coachable, collaborative, and curious personality traits
Qualifications
- FINRA Series 7 & 66 license or ability to obtain Series 66 upon hire
- At least 1-3 years of experience in financial services with an emphasis on customer experience
- Planning experience and knowledge of financial markets and products
- Strong social skills and ability to deliver highly personalized service
- Vested interest in advocating for clients
- Professional communication style suitable for high-net-worth clientele
- Coachable, collaborative, and curious personality traits
Skills
- Able to facilitate setting targeted appointments to improve client engagement
- Client-oriented and bring great perspective on financial planning
- Bring a vested interest in being an advocate for clients
- Have a professional and polished communication style suitable for high-net-worth clientele
- Be coachable, collaborative, and curious
Benefits
Fidelity offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Additionally, the company provides training in-branch, regionally, nationally, and virtually to help you and your family strike the right balance. The company also offers a range of benefits designed to support your well-being and career growth.
Pay
The pay for this role is commensurate with experience and qualifications.
Schedule
The schedule for this role is typically full-time, though the exact hours may vary based on the specific location and department.
Skills
- FINRA Series 7 & 66 license or ability to obtain Series 66 upon hire
- At least 1-3 years of experience in financial services with an emphasis on customer experience
- Planning experience and knowledge of financial markets and products
- Strong social skills and ability to deliver highly personalized service
- Vested interest in advocating for clients
- Professional communication style suitable for high-net-worth clientele
- Coachable, collaborative, and curious personality traits
Benefits
- Competitive total rewards package including a stable base salary
- Training in-branch, regionally, nationally, and virtually
- Supportive benefits designed to help you and your family strike the right balance
Pay
The pay for this role is commensurate with experience and qualifications.
Schedule
The schedule for this role is typically full-time, though the exact hours may vary based on the specific location and department.
Value Delivered
- Key to the Fidelity relationship strategy
- Deepen client relationships through long-term mentorship
- Collaborate with the Relationship Manager team company-wide
- Build long-lasting meaningful relationships with clients
Fidelity's Onsite Working Model
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.
Certifications
- FINRA Series 07
- FINRA Series 63
- FINRA Series 65
- FINRA Series 66
Category
Relationship Management