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Business relationship manager • raleigh nc
Relationship Manager - Cary, NC
Fidelity InvestmentsCary, NC, USSenior Relationship Manager - Business Credit
F.N.B. CorporationRaleigh, NC, US- Promoted
Relationship Banker
First National Bank of PennsylvaniaRaleigh, NC, United States- Promoted
Credentialed Relationship Expert
VirtualVocationsRaleigh, North Carolina, United StatesBusiness Relationship Manager
SASCary , North Carolina, United States- Promoted
Financial Institutions Relationship Manager (Hybrid)
First Citizens BankRaleigh, NC, US- Promoted
Senior Manager IT Business Relationship Management (Fuel and Motion Control, Aerospace Group)
EATONRaleigh, NC, United States- Promoted
Business Manager
InsideHigherEdRaleigh, North CarolinaPharmacy Relationship Manager
America's Pharmacy Group, LLCRaleigh, NC, US- Promoted
- New!
Business Strategy Manager
Genworth Financial, IncRaleigh, NC, United StatesClient Relationship Manager - Remote
The Bustillo AgencyRaleigh, NC, USBenefit Relationship Manager - Aetna
CVS HealthRaleigh, NC- Promoted
Director, Relationship Management
Marsh McLennanRaleigh, NC, United States- Promoted
Business Development Manager
Technical SourceRaleigh, NC, United StatesBusiness Manager
Utility Associates, Inc.Raleigh, NC, United StatesRelationship Manager
TD Bank, N.A.Remote RaleighPayroll Relationship Manager
HireLevelRaleigh, NC, USARelationship Manager I- TMO
PNCRaleigh, NC, USA- Promoted
Business Manager
DewberryRaleigh, NC, United States- Promoted
Customer Business Manager
Winland FoodsRaleigh, NC, United StatesRelationship Manager - Cary, NC
Fidelity InvestmentsCary, NC, USJob Description
Relationship Manager
As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.
The Expertise We’re Looking For
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65 / 66 upon hire
- 1-3 years in financial services with an emphasis in providing an excellent customer experience
- Planning experience and knowledge of financial markets and products
- Strong social skills and the ability to deliver highly personalized service to each client
- Ability to find success in a dynamic, deadline driven, and detailed compliance environment
- Ability to think creatively and be comfortable making decisions with the support of your team
- Degree and / or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
The Skills You Bring
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Certifications :
Series 07 – FINRA, Series 63 – FINRA