Relationship Manager - Thousand Oaks, CA

About the role

The Relationship Manager role is pivotal within the branch team, focusing on fostering client relationships and identifying opportunities to deepen these relationships.

Responsibilities

• Facilitate setting targeted appointments to enhance client engagement
• Provide excellent customer experience and personal service to clients
• Ensure the daily work aligns with the client's needs
• Organize and support Financial Consultants in their tasks
• Find and pursue opportunities to add value to the client relationship

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 a focus on customer experience
• 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 support from the team

Qualifications

• Education and/or professional certifications are helpful; the Tuition Reimbursement program can assist in obtaining one

Skills

• Able to facilitate setting targeted appointments that improve client engagement
• Client-oriented and brings great perspective on financial planning
• Interested in being an advocate 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 training in-branch, regionally, nationally, and virtually to support all aspects of your business. Comprehensive health care coverage, emotional well-being support, market-leading retirement plans, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career are also provided.

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 bonus or other variable compensation.

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.