Relationship Manager- Oakdale, MN

About the role

The Relationship Manager role at Fidelity involves fostering strong client relationships and identifying opportunities to enhance these relationships. Key responsibilities include setting targeted appointments to increase client engagement, collaborating with the team to build long-term mentoring strategies, and ensuring the client's needs are always at the forefront of daily work.

Responsibilities

• Facilitate setting targeted appointments to improve client engagement
• Provide excellent customer experience and personal service to clients
• Find opportunities to deepen client relationships and add value
• Collaborate with the Relationship Manager team company-wide
• Build long-lasting meaningful relationships with clients

Requirements

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
• 1-3 years of experience in financial services with a focus on customer experience
• Planning experience and knowledge of financial markets and products
• Strong social skills and ability to deliver personalized service
• Ability to work in a dynamic, deadline-driven, and detail-oriented compliance environment
• Ability to think creatively and make decisions with team support

Qualifications

• Education and/or professional certifications are helpful, but not required
• Fidelity offers a Tuition Reimbursement program to help candidates obtain 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 with a polished communication style suitable for high-net-worth clientele
• 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 comprehensive health care coverage, emotional well-being support, market-leading retirement plans, generous paid time off and parental leave, charitable giving employee match programs, 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. Base salary is only part of the total compensation package, which may also include bonuses or other variable compensation.

Schedule

Fidelity's investments in you include training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. The company 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.