Relationship Manager - Thousand Oaks, 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

• Facilitating appointments that improve client engagement
• Nurturing a book of business and adding value to client relationships
• Ensuring the daily work aligns with client needs
• Mentoring clients through long-term relationships
• Collaborating with the Relationship Manager team across the organization
• Developing and implementing the client contact strategy

Requirements

• FINRA Series 7 & 66 license or ability to obtain within 3 months of hire
• At least 1-3 years of experience in financial services with a focus on customer experience
• Knowledge of financial markets and products
• Strong interpersonal and social skills
• Ability to work in a fast-paced, deadline-driven environment
• Proven ability to make decisions with support from the team

Qualifications

• Education or professional certifications are helpful, but not required
• Fidelity’s Tuition Reimbursement program is available to assist with obtaining necessary certifications

Skills

• Able to set targeted appointments that 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 competitive total rewards package, including a stable base salary, training opportunities, and a wide range of benefits such as comprehensive health care coverage, retirement plans, paid time off, and educational assistance.

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. Some roles and locations currently 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.