Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.

In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

The Expertise and Skills You Bring

• 1-3 years of experience in financial services (outbound calling experience preferred)
• Related customer engagement experience desired
• Series 7 and Series 63 required
• Series 66 licensed preferred
• Excellent communication and interpersonal skills with clients, peers, and business partners
• Comfortable making outbound telephone calls
• Ability to thrive in a fast-paced environment
• A broad understanding of investment options for the high-net-worth client
• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Team

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

Fidelity’s Onsite Working Model

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.

Certifications

Category

Relationship Management

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.