Central Relationship Manager - Covington, KY
Company: Fidelity Investments
Location: Covington
Posted on: February 18, 2021
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Job Description:
Job Description:
Central Relationship Manager
"Fidelity believes in, and is committed to, fair and consistent
treatment for every associate and customer, and to creating a safe
and respectful environment, in which everyone is treated with
kindness, compassion and respect." Abby Johnson - Chairman & CEO
Fidelity Investments
Is it time to explore new challenges in your career?
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.
The Expertise We're Looking For
* 1-3 years' experience in financial services (outbound calling
experience preferred)
* Related sales or customer engagement experience desired
* FINRA Series 7 required
* FINRA Series 63 and 65 or Series 66 licensed OR ability to
acquire upon hire (paid training & support provided)
* Comfortable working independently, within the infrastructure of a
large organization
* Excels in paperless work environment by using technology and
comfort learning new tools
The Purpose of Your Role
This Central Relationship Manager position needs exactly your kind
of energy and drive. We have a steadfast commitment to our clients,
and we believe in building relationships, not just in building
sales or building our assets. You will focus on engaging current
and potential clients via phone and written correspondence. Working
in partnership with a Financial Consultant, you will build the path
to an enhanced client experience and drive asset development. You
will also utilize monthly sales plays, discuss asset
consolidations, and execute sales interactions that advance the
sales cycle.
The Skills You Bring
* Your excellent communication and interpersonal skills with
clients, peers, and business partners
* Comfortable making outbound telephone calls
* Your 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
Our Investments in You
We believe it is important to approach life holistically.
Fidelity's greatest advantage is our people so our benefit programs
are designed to help you and your loved ones strike the right
balance. Sound too good to be true? See for yourself and learn more
about our benefits offerings:
* Click to hear from a few of our associates about the outstanding
benefits Fidelity offers: Benefits at Fidelity Investments
* Click here for a story about how we are helping our employee's
payback their student loan debt
The Value You Deliver
* You are key to the Fidelity relationship strategy
* Deepening client relationships through long term guidance
* Collaborating with the Relationship Manager team company wide
* Leading the client contact strategy
* Creating long lasting meaningful relationships with clients
How Your Work Impacts the Organization
Fidelity 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.
We believe in being #DifferentTogether. Fidelity's nine affinity
groups are self-organized groups of employees with common interests
in areas such as race, ethnicity, gender or sexual orientation, or
who share similar interests based on similar sets of experiences
who come together to create a positive, inclusive workplace for all
employees.
We continuously strive for a diverse and inclusive workplace where
we respect and value our associates for their unique perspectives
and experiences.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66
- FINRA
Company Overview
At Fidelity, we are focused on making our financial expertise
broadly accessible and effective in helping people live the lives
they want. We are a privately held company that places a high
degree of value in creating and nurturing a work environment that
attracts the best talent and reflects our commitment to our
associates. We are proud of our diverse and inclusive workplace
where we respect and value our associates for their unique
perspectives and experiences. For information about working at
Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to complete the application or interview
process. Please email us at accommodations@fmr.com or 800-835-5099,
prompt 2, option 2 if you would like to request an
accommodation.
Keywords: Fidelity Investments, Covington , Central Relationship Manager - Covington, KY, Executive , Covington, Kentucky
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