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Relationship Manager - Greenwich, CT

Company: Fidelity Investments
Location: Greenwich
Posted on: January 10, 2022

Job Description:

Job Description:We believe as a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day.The-- -Expertise-- -We're Looking ForA college degree is encouraged yet not required1-3 years in financial services with an emphasis in customer serviceSales experience and knowledge of the financial markets and productsStrong social skills and the ability to deliver highly personalized service to each clientThrive in a compliance driven, dynamic, and deadline driven environmentAbility to think creatively and be comfortable making decisionsA series 7 and series 63 license that are current and in good standingYou will obtain a series 65 license within 90 days of hireThe-- -Purpose-- -of Your RoleThe Relationship Manager is a pivotal role within the branch team responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client's needs top of mind.The-- -Skills-- -You BringYou are able to drive targeted appointments that improve engagement with clientsYou give specialized service and standout experiences to your clientsYou are sales focused and knowledgeable about financial planningYou are known for your excellent communication skills both written and verbalYou have a vested interest in being an advocate for your clientsYou are professional with a polished communication style compatible with high net worth clienteleThe-- -Value-- -You DeliverYou are key to the Fidelity relationship strategyDeepening client relationships through long term mentorshipCollaborating with the Relationship Manager team company wideBeing responsible for the client contact strategyBuilding long-lasting meaningful relationships with clientsHow Your Work-- -Impacts-- -the OrganizationFidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.Certifications:Series 07 - FINRA, Series 63 - FINRACompany OverviewAt Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity"-- - -we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.We invite you to Find Your Fidelity at .Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to-- -accommodations @, or by calling 800-835-5099, prompt 2, option 2.Safety remains Fidelity's top priority and this will never change. Because safety is our top priority, maximizing vaccination is our goal. Fidelity believes that having as many associates vaccinated as possible maximizes the safety of associates, customers, vendors, visitors to our facilities, and the community. As we consider safety protocols in our offices, all US Fidelity regular candidates are offered the opportunity to voluntarily disclose their vaccination status during the hiring process. We welcome those with experience in jobs such as Senior Accountant, Payroll Specialist, and Staff Accountant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Greenwich , Relationship Manager - Greenwich, CT, Executive , Greenwich, Connecticut

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