Relationship Manager - Sunnyvale, CA

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.

Responsibilities

• Nurture existing client relationships and identify opportunities for growth
• Facilitate targeted appointments to improve client engagement
• Provide personalized financial advice and solutions
• Work closely with Financial Consultants to ensure client needs are met
• Ensure compliance with regulatory standards and deadlines
• Collaborate with the Relationship Manager team to build a cohesive client strategy

Requirements

• FINRA Series 7 & 66 license or ability to obtain within 6 months
• At least 1-3 years of experience in financial services
• Strong interpersonal and communication skills
• Knowledge of financial markets and products
• Ability to make decisions with support from the team

Qualifications

• Education or professional certifications (CFP, MBA, etc.) are helpful
• Fidelity's Tuition Reimbursement program is available to assist with obtaining necessary certifications

Skills

• Able to set and manage targeted appointments
• Client-oriented and able to provide personalized service
• Proactive and interested in advocating for clients
• Professional and polished communication style
• Coachable, collaborative, and curious

Benefits

Fidelity offers a comprehensive benefits package including:

• Stable base salary
• Training in-branch, regionally, nationally, and virtually
• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement plans
• Moderate 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. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

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.