CovingtonRecruiter Since 2001
the smart solution for Covington jobs

Central Relationship Manager - Covington, KY

Company: Fidelity Investments
Location: Covington
Posted on: July 13, 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 RoleThis 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 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.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


Full Time Site Director 40 Thorpe Creek Elementary in India
Description: Full Time Site Director 40 Thorpe Creek Elementary - YMCA of Greater IndianapolisDate Posted: 6/5/2019 Requisition Number: 19243 Location: Youth Development Center Address: 615 N. Alabama Street City: (more...)
Company: YMCA of Greater Indianapolis
Location: Indianapolis
Posted on: 07/16/2019

RN Case Manager - Hospice.
Description: Heartland Home Health Care and Hospice is part of the HCR ManorCare family, a leading provider of home health care, hospice care, skilled nursing, memory care and post-acute care.As a RN Case Manager, (more...)
Company: HCR ManorCare
Location: Indianapolis
Posted on: 07/16/2019

Oncology Territory Manager, ADC - Indianapolis N IN - Daiichi Sankyo
Description: Join a Legacy of Innovation 110 Years and Counting With over 100 years of scientific expertise and a presence in more than 20 countries, Daiichi Sankyo and its 15,000 employees around the world draw upon (more...)
Company: Daiichi Sankyo
Location: Indianapolis
Posted on: 07/16/2019


Grants Manager
Description: Description The Grants Manager will be responsible for leading and directing public grant funding and for supporting internal operations for private/ foundation grants that support
Company: Maryhurst
Location: Louisville
Posted on: 07/16/2019

US Central Account Manager
Description: The US Central Account Manager position is a critically important role for attaining Artel's strategic business objective of gaining continued uptake and application of its powerful technology in leading (more...)
Company: Artel
Location: Indianapolis
Posted on: 07/16/2019

Senior Assistant to the President
Description: Position SummaryThe Senior Assistant in the Office of the President provides high-level support to the President of Butler University. The candidate will possess and display exceptional organizational (more...)
Company: Butler University
Location: Indianapolis
Posted on: 07/16/2019

Staff Accountant --- Cash Management
Description: Job Description Staff Accountant Cash Management Indianapolis, IN As Staff Accountant Cash Management you will provide first line support to internal customers in all areas concerning the recording and (more...)
Company: Rolls-Royce plc
Location: Indianapolis
Posted on: 07/16/2019

Grants Manager
Description: Description br br The Grants Manager will be responsible for leading and directing public grant funding and for supporting internal operations for private/ foundation grants that
Company: Maryhurst
Location: Louisville
Posted on: 07/16/2019

CDS District Manager
Description: Summary br br CDS District Manager br br Club Demonstration Services CDS is looking for a well-rounded District Manager to oversee Product Demonstrators within Costco locations. As a District (more...)
Company: Club Demonstration Services
Location: Cincinnati
Posted on: 07/16/2019

Install Manager - Indianapolis
Description: Vytex Windows in Indianapolis has an immediate opening for an Install Manager to join our growing team Duties Of The Install Manager Include Leading a team, managing independent contractor and employee (more...)
Company: Window Nation
Location: Indianapolis
Posted on: 07/16/2019

Log In or Create An Account

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

Covington RSS job feeds