- 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
- You are able to facilitate setting targeted appointments that improve engagement with clients
- You are client oriented and bring great perspective on financial planning
- You have a vested interest in being an advocate for your clients
- You are professional with a polished communication style compatible with high net worth clientele
- Being coachable, collaborative, and curious are your "go to" attributes
- You are key to the Fidelity relationship strategy
- Deepening client relationships through long term mentorship
- Collaborating with the Relationship Manager team company wide
- Being responsible for the client contact strategy
- Building long-lasting meaningful relationships with clients
-
Relationship Manager
2 weeks ago
iBusiness Funding Fort Lauderdale, United StatesJob Description · Job DescriptionSalary: · iBusiness Funding is a leading provider of lending solutions for banks and lenders of all sizes with a specialization in SBA lending. The company is dedicated to streamlining the business lending process to allow lenders to efficiently ...
-
Commercial Relationship Manager
2 weeks ago
Community Loan Servicing Fort Lauderdale, United States Regular Full timeJob Description · Overview · The Commercial Relationship Manager (RM) works in CLS Commercial Servicing & Asset Management Department providing customer service and collections to commercial borrowers. Primary responsibilities focus on managing a portfolio of performing commer ...
-
Commercial Relationship Manager
3 weeks ago
First Horizon Bank Fort Lauderdale, United StatesLocation: · On site in Fort Lauderdale, FL. Other offices within Broward County with availability are eligible as well. · Summary · Commercial Relationship Managers are the client-facing key to our core business of commercial banking. You'll nurture banking relationships with hi ...
-
Commercial Relationship Manager
1 week ago
First Horizon Bank Fort Lauderdale, United States**Description** · **Location:** On site in Fort Lauderdale, FL. Other offices within Broward County with availability are eligible as well. · **Summary** · Commercial Relationship Managers are the client-facing key to our core business of commercial banking. You'll nurture bankin ...
-
Commercial Relationship Manager
14 hours ago
First Horizon Fort Lauderdale, United StatesLocation:On site in Fort Lauderdale, FL. Other offices within Broward County with availability are eligible as well. · Summary · Commercial Relationship Managers are the client-facing key to our core business of commercial banking. You'll nurture banking relationships with high ...
-
Marketing Customer Relationship Management
4 weeks ago
Broward College Fort Lauderdale, United States Full timeJob Profile Summary · Under general direction, this position manages the marketing segment of Broward College's CRM by building, implementing, and maintaining automated recruitment campaigns for prospective students in Salesforce Marketing Cloud Account Engagement (formerly Pard ...
-
Relationship Manager
4 days ago
Vision Fort Lauderdale, United States**Relationship Manager** · - Team Leadership: · - Manage, mentor, and motivate the inside sales team to achieve and exceed sales targets. · - Provide ongoing training and development to enhance the team's skills and performance. · - Conduct regular performance reviews and provide ...
-
Commercial Relationship Manager IV
1 week ago
Fifth Third Bank, N.A. Fort Lauderdale, United StatesMake 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 a ...
-
Commercial Relationship Manager IV
2 weeks ago
Fifth Third Fort Lauderdale, United StatesCommercial Relationship Manager IV page is loaded · Commercial Relationship Manager IV · Apply · locations · Fort Lauderdale, FL · time type · Full time · posted on · Posted Yesterday · job requisition id · R48364 · Make banking a Fifth Third better · We connect great ...
-
Marketing Customer Relationship Management
2 weeks ago
Broward College Fort Lauderdale, United StatesJob Profile Summary · Under general direction, this position manages the marketing segment of Broward College's CRM by building, implementing, and maintaining automated recruitment campaigns for prospective students in Salesforce Marketing Cloud Account Engagement (formerly Pardo ...
-
Corporate Banking Relationship Manager III
5 days ago
Amerantbank Fort Lauderdale, United StatesJob Description · Job DescriptionThe Corporate Banking Relationship Manager III maximizes share of wallet and products penetration. Promotes and Cross-sells products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues ...
-
Corporate Banking Relationship Manager III
5 days ago
Amerant Bank Fort Lauderdale, United StatesThe Corporate Banking Relationship Manager III maximizes share of wallet and products penetration. Promotes and Cross-sells products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and poten ...
-
Senior Private Banking Relationship Manager
1 week ago
First Horizon Bank Fort Lauderdale, United StatesJob Description · Location: On site in Fort Lauderdale, FL · Summary · As a Private Bankers (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm Practices and Healthcare Practices. The PB Relationship Manager ...
-
Healthcare Business Banking Relationship Manager
14 hours ago
U.S. Bank Fort Lauderdale, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Carrier Relationship Manager
2 weeks ago
FirstEnroll, LLC Fort Lauderdale, United StatesJob Description · Job DescriptionSalary: · Carrier Relationship Manager · Job Description · We are looking for a highly skilled and proactive professional to join us as Carrier Relationship Manager · As a critical team member, you will develop and manage strong relationships wit ...
-
Relationship Manager
4 weeks ago
Ascensus Miami, United States Full timeJob Functions · , Essential Duties and Responsibilities Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations · Leads efforts to onboard new accounts, gather relevant information and coordinate account ...
-
Commercial Relationship Manager IV
2 weeks ago
Fifth Third Bank, N.A. Fort Lauderdale, United StatesMake 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 ...
-
Senior Relationship Manager
19 hours ago
OneHope Pompano Beach, United StatesSenior Relationship Manager · Location: TBD · Department: Advancement · Reports to: Associate VP of Advancement · Type: Full Time · Summary · The Senior Relationship Manager will affect the destinies of millions of children around the world while utilizing his/her experience and ...
-
Senior Relationship Manager
1 day ago
OneHope, Inc Pompano Beach, United StatesJob Description · Job DescriptionSenior Relationship Manager · Location: TBD · Department: Advancement · Reports to: Associate VP of Advancement · Type: Full Time · Summary · The Senior Relationship Manager will affect the destinies of millions of children around the world while ...
-
Relationship Manager
2 weeks ago
Banesco USA Miami, United StatesJob Description · Job DescriptionJob Title · Relationship Manager – Business & Professional · Functional Title · Commercial Banker/Lender · Banesco USA is seeking a Relationship Manager – Business & Professional for our South Florida Branches Team. · Primary Job Duties · Responsi ...
Relationship Manager - Fort Lauderdale, United States - Fidelity TalentSource LLC
Description
Job 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.\u00A0
The Expertise We re Looking For
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\u202Fbenefit programs\u202Fare designed to help you and your family strike the right balance.\u00A0 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 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 top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,
detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.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