Wealth Management Senior Relationship Manager - CT

Job Description:

For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.

The Expertise We’re Looking For

• Series 7, 63 & 65 and Life Insurance licenses are required
• Five or more years of customer service experience in the Financial Services industry
• Bachelor’s Degree preferred

The Purpose of Your Role

You are providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you manage a book of clients and deliver a white-glove service and relationship experience through responsiveness, proactivity, and outstanding service execution.

The Skills You Bring

• Exceptional interpersonal communication skills, via telephone and face-to-face consultations
• Your subject matter expertise will be used to address unique and complex client service requests
• Ability to work in a dynamic, fast-paced and deadline-oriented environment
• You will conduct investment related discussions, service reviews, and identify opportunities for deeper planning and advice.
• Effectively maintain client portfolios in accordance with compliance guidelines

The Value You Deliver

• Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients
• Delivering customized service to clients seeking a personalized high-touch relationship
• Documenting and communicating strategy discussions and implementation
• Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
• Building and implementing a structured client engagement strategy and promoting guidance reviews with an Advisor
• Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings
• Conducting basic guidance preparation discussions with clients

How Your Work Impacts the Organization

Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA

Category:

Relationship Management

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.