CovingtonRecruiter Since 2001
the smart solution for Covington jobs

Central Relationship Manager - Covington, KY

Company: Fidelity Investments
Location: Covington
Posted on: June 14, 2019

Job Description:

Your engaging personality is attractive to customers.
And your instinctive tenacity is definitely attractive to us.

The Expertise We re Looking For

  • 1-3 years experience in financial services (outbound calling experience preferred)
  • Related sales or customer engagement experience desired
  • Series 7 & 63 licenses required prior to hire
  • Series 65 and/or 66 licenses required within 3 months of hire
  • State registrations must be obtained within 3 months of hire
  • PC/Windows skills a must The Purpose of Your Role

    This Central Relationship Manager position needs exactly your kind of energy and drive. 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 leverage monthly sales plays, discuss asset consolidations and execute sales interactions that advance the sales cycle.
    The Skills You Bring
    • An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets
    • Your excellent communication and interpersonal skills with clients, business partners, team and department
    • Your ability to thrive in a fast-paced deadline environment
    • A broad understanding of investment options for the high-net-worth client
    • A comfort with making outbound calls 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.

        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. For information about working at Fidelity, visit FidelityCareers.com

        Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Covington , Central Relationship Manager - Covington, KY, Executive , Covington, Kentucky

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Assistant Director of Marketing and Fan Engagement
Description: Posting Detail Information br br POSTING NUMBER br 201900432P br br NUMBER OF VACANCIES br 1 br br DESIRED START DATE br 07/01/2019 br br POSITION END DATE IF TEMPORARY br br (more...)
Company: Ball State University
Location: Muncie
Posted on: 06/18/2019

Plasma center Director
Description: Plasma Center Director Pathologist Schedule: 4 hours per week flexible hours Compensation: 100/hr flexible 200/month retainer back up Locations: Indianapolis, IN These clinics open often across (more...)
Company: Samuel Staffing
Location: Anderson
Posted on: 06/18/2019

Regional Director of Residential Services
Description: A Great Opportunity At ViaQuest Residential Services we provide quality support and services to individuals with developmental disabilities in their homes. Apply today and make a difference in the lives (more...)
Company: ViaQuest Inc.
Location: Dayton
Posted on: 06/18/2019


Inquiry Case Manager - 2nd Shift
Description: Job Details Level Entry Job Location Fairbanks - Indianapolis, IN Position Type Full Time Education Level Bachelors Degree Travel Percentage None Job Shift 2nd Shift Job Category Health Care Role Summary (more...)
Company: Fairbanks
Location: Indianapolis
Posted on: 06/18/2019

Assistant General Manager
Description: Assistant General Manager AGMs are responsible for supporting the Restaurant General Manager in the management of the entire restaurant's operations, which may include but not limited to : Responsibilities (more...)
Company: Wendy's
Location: Cincinnati
Posted on: 06/18/2019

92Y Unit Supply Specialist - Warehouse Manager
Description: AGE REQUIREMENTS: Must be between the ages of 17 and 35 As a Unit Supply Specialist for the Army National Guard, you will ensure that your Unit and fellow Soldiers are well supplied and equipped for any (more...)
Company: Army National Guard
Location: Springfield
Posted on: 06/18/2019

14G Air Defense Battle Management System Operator
Description: 14G Air Defense Battle Management System Operator Job ID: 1070048 Job Views: 38 Location: INDIANAPOLIS, Indiana, United States ZIP Code: 46241 Job Category: Engineer Posted: 05.29.2019 Age Requirements: (more...)
Company: Army National Guard
Location: Indianapolis
Posted on: 06/18/2019

Account Manager
Description: About the company: At Legit Apps we create iOS and Android mobile applications for Universities, K12 Schools, Festivals, and more.
Company: Legit Apps, LLC
Location: Lexington
Posted on: 06/18/2019

Outside Sales/Route Sales Manager - Full Training
Description: Build a Great Career and a Great Life. Sales job title: Outside Sales/Route Sales Manager Full TrainingFeel the freedom independence of managing your
Company: Mac Tools
Location: Louisville
Posted on: 06/18/2019

Sales Director
Description: A senior living community in Louisville, KY is seeking an experienced individual to join the Sales and Marketing Team as a Sales Director. The Sales Director is a selling role, that in addition, is responsible (more...)
Company: Greystone Communities
Location: Louisville
Posted on: 06/18/2019

Log In or Create An Account

Get the latest Kentucky jobs by following @recnetKY on Twitter!

Covington RSS job feeds