Relationship Manager- Oakdale, MN

About the role

The Relationship Manager role at Fidelity involves fostering strong client relationships, providing excellent customer service, and finding opportunities to enhance these relationships. This role requires a combination of financial expertise, interpersonal skills, and the ability to work in a fast-paced, detail-oriented environment.

Responsibilities

• Facilitating targeted appointments to improve client engagement
• Nurturing a book of business and adding value to client relationships
• Ensuring the daily work aligns with client needs
• Supporting Financial Consultants in their tasks
• Collaborating with the Relationship Manager team across the organization
• Developing long-lasting, meaningful relationships with clients

Requirements

• FINRA Series 7 & 66 license or ability to obtain within 6 months
• At least 1-3 years of experience in financial services with a focus on customer experience
• Experience in financial markets and products
• Strong social skills and ability to provide personalized service
• Ability to handle a dynamic, deadline-driven, and detailed compliance environment
• Creativity and decision-making ability supported by a team

Qualifications

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

Skills

• Able to set and manage targeted appointments to improve client engagement
• Client-oriented and brings a strong perspective on financial planning
• Passionate about advocating for clients
• Professional with a polished communication style suitable for high-net-worth clientele
• Coachable, collaborative, and curious

Benefits

Fidelity offers a comprehensive benefits package including:

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement plans
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment and tuition reimbursement

Pay

The base salary range for this position is $48,000 - $91,000 USD per year. The exact placement within the range will depend on job responsibilities, scope, geographic location, and other factors.

Schedule

Fidelity is transitioning to a full-time onsite working model. Some roles and locations may require 100% onsite presence, while others may require less. The transition is phased and evolving as the rollout continues. This change does not apply to fully remote roles.

Value Delivered

The Relationship Manager plays a crucial role in Fidelity's relationship strategy, deepening client relationships through long-term mentorship, collaborating with the team, and building lasting, meaningful connections with clients.

Onsite Working Model

Fidelity’s investments in its employees include training both in-person and virtually to support all aspects of the business. The base salary range for this position is $48,000 - $91,000 USD per year, with the exact placement depending on various factors. The application window closes when the position is filled or unposted. Please note that Fidelity is subject to regulatory requirements under the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, and other relevant laws and regulations.