Relationship manager job description

The Expertise We're Looking For

• 1-3 years of experience in financial services (outbound calling experience preferred)

• Related customer engagement experience desired

• Series 7 required

• Series 63 and 65 or Series 66 licensed or ability to acquire upon hire

The Skills You Bring

• Confidence with making outbound telephone calls to clients with various asset levels

• Excellent communication and interpersonal skills with clients, peers, and business partners

• Your ability to succeed in a fast-paced environment

• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Value You Deliver

• You are essential to the Fidelity relationship strategy!

• Deepening client relationships through long term guidance

• Collaborating with internal business partners to help build long lasting, meaningful relationships with clients

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.

COVID work policy

Safety is our top priority. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite. Regular participation at our on-location sites is an important part of our culture. Please be mindful of commute distance when considering applying.

Learn More: Dynamic Working

Please see below for the salary range for work locations in Colorado only:

$57,000 - $62,500

This position is eligible for incentive compensation or an annual bonus opportunity.

Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.Master referral opportunities to grow portfolio.Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding.Acquire new clients through converting referral leads.Manage client follow-up and adhere to all Regulatory and Compliance operating procedures Ensure that KYC/AML and other compliance norms are strictly adhered to Partner with all roles on branch team to ensure all clients have a positive in-branch experience Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without direction US: Registered FINRA Series 6. In addition, Series 66 (or Series 63 and 65) is required for CGMI.This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education:
Bachelor's/University degree or equivalent experience
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Job Family Group:
Private Client Coverage
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Job Family:
Financial Planning Services
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Time Type:
Full time
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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

The Private Banking Relationship Mgr. II assesses and profiles the high net worth customer's total financial needs and introduces product specialists (mortgage, investments, insurance, trust) to obtain cross-sell opportunities.
Duties and Responsibilities:

+ Builds relationship with customer and becomes key point of contact. Coordinates and manages the development and implementation of a comprehensive financial plan.

+ Manages the ongoing relationship with the Private Banking customer, conducts periodic interviews and works to further penetrate the customer's use of HWA services to achieve targeted growth in individual and team portfolio revenue.

+ Works to maintain strong relationships with centers of influence including attorneys, accountants, insurance agents, and financial planners.

+ May be appointed to serve on internal trust committees as assigned by management.

+ Key OCR (Optimal Customer Relationship) position: builds strong relationships across all business segments.

+ Performs other duties as assigned.

+ NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required.

Basic Qualifications:

+ Bachelor's Degree

+ 5 or more years of experience in high net worth lending

Preferred Qualifications:

+ FINRA Licensing (6, 63)

+ Ohio Life and Health License

Workplace Type:

Compensation Range:

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position