Jobs
>
Phoenix

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

    Fidelity TalentSource LLC
    Fidelity TalentSource LLC Phoenix, United States

    2 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:

    Scottsdale, Chandler, Glendale, Biltmore

    We have an exciting opportunity for a remote, licensed Central Relationship Manager in the Greater Phoenix, AZ Metro area While you will work from home, you must reside near the Greater Phoenix, Arizona area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely



    The Purpose of Your Role

    This Central Relationship Manager position calls for positive energy and persistent drive You will focus on engaging current and potential clients via phone. Working in partnership with our advisor teams, you will build the path to an enhanced client experience and explore ways we can deepen and expand the relationship we have with clients.



    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\u00A0benefit programs\u00A0are designed to help you and your family strike the right 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 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

  • Magellan Financial

    Relationship Manager

    1 week ago

    Magellan Financial Phoenix, United States

    **Join Foundations Invest Advisors - Relationship Manager** · **About Foundations Investment Advisors**: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports over 35 ...

  • Newport

    Relationship Manager

    2 days ago

    Newport Phoenix, United States

    Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. ...

  • Magellan Financial

    Client Relationship Manager

    2 weeks ago

    Magellan Financial Phoenix, United States

    **Join Foundations Invest Advisors - Client Relationship Manager** · **About Foundations Investment Advisors**: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports ...

  • Sixt

    Relationship Marketing Manager

    3 weeks ago

    Sixt Phoenix, United States

    **Was Du bei uns machst:** · Du kreierst individuelle Marketingmanahmen im On- und Offlinebereich fr unsere (inter)nationalen Hotelketten sowie luxurisen Einzelhuser, um die Sixt Mobility Services bestmglich entlang der Customer Journey des Partners zu platzieren · Du steuerst ...

  • Sixt

    Relationship Marketing Manager

    4 days ago

    Sixt Phoenix, United States

    **Was Du bei uns machst:** · * Du kreierst individuelle Marketingmanahmen im On- und Offlinebereich fr unsere (inter)nationalen Hotelketten sowie luxurisen Einzelhuser, um die Sixt Mobility Services bestmglich entlang der Customer Journey des Partners zu platzieren · * Du steuers ...

  • Magellan Financial

    Client Relationship Manager

    1 week ago

    Magellan Financial Phoenix, United States

    **Join Foundations Invest Advisors - Client Relationship Manager** · **About Foundations Investment Advisors**: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports ...

  • UMB Financial Corporation

    Corp Trust Relationship Manager Ii

    2 weeks ago

    UMB Financial Corporation Phoenix, United States

    UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, w ...

  • Comerica

    Relationship Manager Business Banking Phoenix

    1 day ago

    Comerica Phoenix, United States

    **Relationship Manager, Business Banking** · The Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $5MM ...

  • Nuvei

    Relationship Manager

    1 week ago

    Nuvei Scottsdale, United States

    The world of payment processing is rapidly evolving, and businesses are looking for loyal and strategic partners, to help them grow. · WE ARE NUVEI. Nuvei (Nasdaq: NVEI) (TSX: NVEI) is the Canadian fintech company accelerating the business of clients around the world. Nuvei's mod ...

  • PNC Financial Services Group

    Relationship Manager I

    1 week ago

    PNC Financial Services Group Glendale, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...

  • Ascensus

    Relationship Manager

    2 weeks ago

    Ascensus Phoenix, United States

    Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. ...

  • Orion

    Relationship Manager

    2 weeks ago

    Orion Arizona, United States Full time

    About this Opportunity: · As an Internal Relationship Manager (RM), you will become a trusted advisor, mastering the art of forging unbreakable connections and fueling collaboration and growth. Should you choose to join us, our mission is to help our clients maximize their Orion ...

  • EasyStreetOffers

    Partner Relationship Manager

    1 week ago

    EasyStreetOffers Scottsdale, United States

    **Company Overview**:Easy Street Offers (ESO) is a dynamic real estate firm dedicated to providing top-notch investment opportunities. Our focus is on guiding new investors through our diverse range of real estate products and services. We believe in building lasting relationship ...

  • HUB International

    Client Relationship Manager

    3 weeks ago

    HUB International Scottsdale, United States

    This role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business in the Manu ...

  • Pickleball Kingdom

    Relationship Development Manager

    2 weeks ago

    Pickleball Kingdom Chandler, United States

    **Position**:Relationship Development Manager** · **Location**: Chandler, AZ · **Start Date**: ASAP · **Type**: Full-Time, In-Office · **Who We Are** · Rapidly growing with over 150 franchises awarded which include over 2,100 courts, Pickleball Kingdom is the largest indoor pickl ...

  • PNC Financial Services Group

    Relationship Manager I

    3 days ago

    PNC Financial Services Group Scottsdale, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...

  • Magellan Financial & Insurance Services, Inc.

    Client Relationship Manager

    5 days ago

    Magellan Financial & Insurance Services, Inc. Phoenix, United States

    Join Foundations Invest Advisors - Client Relationship Manager · About Foundations Investment Advisors: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports over 350 ...

  • HairClub

    Client Relationship Manager

    1 week ago

    HairClub Phoenix, United States

    Drive HairClub's vision to be the trusted leader in total hair solutions for all, helping people discover their true confidence and achieve their goals. Live HairClub values of Caring, Collaboration, being Spirited and Innovative. The Client Relationship Manager is responsible fo ...

  • Magellan Financial & Insurance Services, Inc.

    Client Relationship Manager

    2 weeks ago

    Magellan Financial & Insurance Services, Inc. Phoenix, United States

    Join Foundations Invest Advisors - Client Relationship Manager · About Foundations Investment Advisors: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports over 350 ...

  • Ernest

    Client Relationship Manager

    3 weeks ago

    Ernest Phoenix, United States

    Ernest is currently in search of a Client Relationship Manager (outside B2B sales) for our division located in Phoenix, AZ. This is a full time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture. · For over 77 ...