Jobs
>
Tampa

    Central Relationship Manager - Tampa, United States - Fidelity TalentSource LLC

    Fidelity TalentSource LLC
    Fidelity TalentSource LLC Tampa, United States

    3 weeks ago

    Fidelity TalentSource LLC background
    Description
    Job Description:

    Central Relationship Manager

    To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
    Tampa, Clearwater, Sarasota
    We have a fantastic opportunity for a remote, licensed Central Relationship Manager in the Greater Tampa Florida Area! Even though you'll be working from home, it's crucial to be near the Greater Tampa Florida Area as occasional face-to-face interactions with your colleagues play a significant role in our culture. Virtual interviewing and onboarding are available, along with access to virtual training and support. You'll have all the tools needed to assist our clients from home.
    The Purpose of Your Role

    This Central Relationship Manager position requires enthusiasm and determination! Your main focus will be on connecting with current and potential clients over the phone. Teaming up with our advisor teams, you will pave the way for an improved client experience and discover opportunities to strengthen and broaden our relationships with clients.

    The Expertise We're Seeking
    • 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
    • Comfortable with making outbound calls to clients with different asset levels
    • Strong communication and interpersonal skills with clients, peers, and business partners
    • Ability to thrive in a fast-paced environment
    • Understanding of key economic indicators and interest rates affecting equity, fixed income products, and financial markets
    The Value You Provide
    • You play a crucial role in Fidelity's relationship strategy!
    • Deepening client relationships through long-term guidance
    • Collaborating with internal business partners to cultivate enduring, meaningful client relationships
    Our Investments in You

    Fidelity values its people above all else, and we believe in a holistic approach to life. We offer a competitive total rewards package, including a solid base salary, to acknowledge the accomplishments of our team members. Our benefit programs are crafted to help you and your family strike a harmonious balance.

    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 enhance the financial well-being of our clients. We assist individuals in investing and planning for their future, help organizations provide benefits to their employees, and offer solutions to institutions and independent advisors for investing their clients' money.

    Join Us

    At Fidelity, there are abundant opportunities to build a rewarding career that positively impacts people's lives, including your own. You can enjoy flexible benefits that support you throughout every stage of your career, enabling you to thrive both at work and home. Recognized with a Glassdoor Employees' Choice Award, we have been ranked by our employees as a top 10 Best Place to Work in 2024. A finance background is not mandatory to succeed at Fidelity; we provide numerous learning opportunities, allowing you to shape the career you've always envisioned.

    Fidelity's working model combines remote work with in-person collaboration to meet the needs of associates and the business. Most hybrid roles currently entail onsite work every business day within one assigned week every four weeks (starting September 2024, this will increase to two full assigned weeks).

    At Fidelity, we uphold honesty, integrity, and the well-being of our associates and customers within a heavily regulated industry. Some roles may necessitate candidates to undergo a preliminary credit check. Candidates who receive a Fidelity offer will undergo a background check, detailed in documentation, along with other possible requests for additional documents. This investigation covers at least 7 years of history, depending on the role. If permitted by law, a pre-employment drug screening may also be conducted, checking for specific substances.

    We invite you to Find Your Fidelity at fidelitycareers.com.

    Fidelity Investments is an equal opportunity employer that believes building a diverse workforce is best achieved by fostering an inclusive and welcoming culture.

    Fidelity will accommodate applicants with disabilities who require adjustments for the application or interview process. To request an accommodation, contact the HR Accommodation Team.

  • Team Select Home Care

    Relationship Manager

    3 weeks ago

    Team Select Home Care Tampa, United States

    **Overview**: · - **This is an in-office position working Monday - Friday, 9am - 5pm in an office in the Tampa, FL area.** · Team Select's mission is to take every opportunity to do right by all. We believe our people and culture genuinely make us unique and are the foundation fo ...

  • Mezrah Consulting

    Client Relationship Manager

    1 week ago

    Mezrah Consulting Tampa, United States

    **CLIENT RELATIONSHIP MANAGER** · Responsible for the delivery of effective and efficient administration of non-qualified executive benefit plans. · Serves as the primary liaison with carriers and clients to facilitate the administrative aspects of policies and plans. · This is N ...

  • GHD

    Client Relationship Manager

    4 days ago

    GHD Tampa, United States

    The importance of water to the health of our world can't be overstated. · As the frequency and intensity of floods, droughts and storms increases, the water industry must continue to build resiliency and lead from the front. · Together with our clients, we are thinking and doi ...

  • Cognizant

    Client Relationship Manager

    3 weeks ago

    Cognizant Tampa, United States Full time

    Work Authorization · Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future. · Why Choose Cognizant? · It takes a lot to succeed in today's fast-paced market, and Cognizant Digital Business has become a le ...

  • Smith Seckman Reid

    Client Relationship Manager

    3 weeks ago

    Smith Seckman Reid Tampa, United States

    Serves as the principal level relationship and trusted advisor with clients for all project engagements with the client's organization Works with leadership to establish long term strategies for building and growing client relationships Aligns SSR se Relationship Manager, Client ...

  • Regions Bank

    Commercial Relationship Manager

    3 weeks ago

    Regions Bank Tampa, United States

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

  • Jabil Circuit, Inc.

    IT Business Relationship Manager

    6 hours ago

    Jabil Circuit, Inc. Tampa, United States

    JOB SUMMARY · As the central point of contact provide highly-valued strategic consulting level support and guidance throughout key IT initiatives. Facilitate and serve as a lead for the planning and execution of initiatives to enable Jabil to achieve objectives through the effec ...

  • Crédito Real USA Finance

    Dealer Relationship Manager

    2 weeks ago

    Crédito Real USA Finance Tampa, United States

    Job Description · Job Description · POSITION SUMMARY · We are one of the nation's top automobile loan providers and we are searching for ambitious, highly personable Area Sales Managers(Bilingual Spanish) to help us expand our dealer base. This means partnering closely with our c ...

  • Fifth Third

    Commercial Relationship Manager IV

    2 weeks ago

    Fifth Third Tampa, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Responsible for profitable business development as well as monitoring the quality of ...

  • Valley Bank

    Commercial Banking Relationship Manager

    2 weeks ago

    Valley Bank Tampa, United States

    Why you should consider applying to this opportunity: · You're excited to build relationships with Commercial & Industrial Clients (revenues $50 million- 2 billion, loan size $5 million - 30 million+) · You value direct access to the decision maker's on loan approvals and pricing ...

  • Otis Worldwide

    Specialist, Client Relationship Management

    1 week ago

    Otis Worldwide Tampa, United States

    Date Posted: Country: United States of America Location: OT413: TAY - TAMPA, FL 8403 Benjamin Rd, TAMPA, FL, 33634 USA Job Title Service Sales Specialist Role Overview Would you like to join a truly international, talent driven company that values Safety, Ethics, Quality, Innovat ...

  • Bank of Hope

    Sr. Relationship Manager

    2 weeks ago

    Bank of Hope Tampa, United States

    Essential Duties and Responsibilities · Customer Engagement: · Serve as the Focal point of Contact for customers' comprehensive banking services and needs, including, but not limited to: loans; deposits, treasury management services; international trade services; and foreign exch ...

  • Amerant Bank

    Corporate Banking Relationship Manager IV

    2 weeks ago

    Amerant Bank Tampa, United States

    The Corporate Banking Relationship Manager IV is responsible for maximizing share of wallet and products penetration. Will also promote and cross-sell products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and id ...

  • MedHOK

    Business Relationship Manager

    3 weeks ago

    MedHOK Tampa, United States

    Job Description · The Business Relationship Manager (BRM) is responsible for building strong relationships in order to manage installed customer accounts. You will serve as the primary liaison between MHK and its customers. Keys to this role include establishing a strong relatio ...

  • First Horizon National Corporation

    Commercial Relationship Manager

    4 days ago

    First Horizon National Corporation Tampa, United States

    Location: On site, Tampa, FL Summary Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build lon Relationship Manager, Relatio ...

  • Amerant Bank

    Corporate Banking Relationship Manager IV

    3 weeks ago

    Amerant Bank Tampa, FL, United States

    The Corporate Banking Relationship Manager IV is responsible for maximizing share of wallet and products penetration. Will also promote and cross-sell products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and id ...

  • Amerantbank

    Corporate Banking Relationship Manager IV

    2 weeks ago

    Amerantbank Tampa, United States

    Job Description · Job DescriptionThe Corporate Banking Relationship Manager IV is responsible for maximizing share of wallet and products penetration. Will also promote and cross-sell products and services with the objective of servicing, maintaining, developing new relationships ...

  • First Horizon National Corporation

    Commercial Relationship Manager

    1 day ago

    First Horizon National Corporation Tampa, United States

    Location: On site, Tampa, FL · Summary · Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable cus ...

  • Hearst Health

    Business Relationship Manager

    3 weeks ago

    Hearst Health Tampa, United States

    Job DescriptionThe Business Relationship Manager (BRM) is responsible for building strong relationships in order to manage installed customer accounts. You will serve as the primary liaison between MHK and its customers. Keys to this role include establishing a strong relationshi ...

  • Hearst Communications, Inc.

    Business Relationship Manager

    3 weeks ago

    Hearst Communications, Inc. Tampa, United States

    The Business Relationship Manager (BRM) is responsible for building strong relationships in order to manage installed customer accounts. You will serve as the primary liaison between MHK and its customers. · Keys to this role include establishing a strong relationship with assig ...