Central Relationship Manager - Greenwood Village, CO
Company: Fidelity Investments
Location: Englewood
Posted on: January 14, 2021
|
|
Job Description:
Job Description: Central Relationship Manager "Fidelity believes
in, and is committed to, fair and consistent treatment for every
associate and customer, and to creating a safe and respectful
environment, in which everyone is treated with kindness, compassion
and respect." Abby Johnson - Chairman & CEO Fidelity Investments Is
it time to explore new challenges in your career? Join a team
that's an industry leader in innovation and invests in you with key
product and service offerings, groundbreaking technology, and a
world-class investment platform. We empower professional growth,
flexibility and support thus enabling long-term success for you and
our clients. Your desire to grow and learn within the industry will
open the door to a career path full of professional rewards. The
Expertise We're Looking For * 1-3 years' experience in financial
services (outbound calling experience preferred) * Related sales or
customer engagement experience desired * FINRA Series 7 required *
FINRA Series 63 and 65 or Series 66 licensed OR ability to acquire
upon hire (paid training & support provided) * Comfortable working
independently, within the infrastructure of a large organization *
Excels in paperless work environment by using technology and
comfort learning new tools The Purpose of Your Role This Central
Relationship Manager position needs exactly your kind of energy and
drive. We have a steadfast commitment to our clients, and we
believe in building relationships, not just in building sales or
building our assets. You will focus on engaging current and
potential clients via phone and written correspondence. Working in
partnership with a Financial Consultant, you will build the path to
an enhanced client experience and drive asset development. You will
also utilize monthly sales plays, discuss asset consolidations, and
execute sales interactions that advance the sales cycle. The Skills
You Bring * Your excellent communication and interpersonal skills
with clients, peers, and business partners * Comfortable making
outbound telephone calls * Your ability to thrive in a fast-paced
environment * A broad understanding of investment options for the
high-net-worth client * An understanding of key economic indicators
and interest rates as they impact equity, fixed income products and
the financial markets Our Investments in You We believe it is
important to approach life holistically. Fidelity's greatest
advantage is our people so our benefit programs are designed to
help you and your loved ones strike the right balance. Sound too
good to be true? See for yourself and learn more about our benefits
offerings: * Click to hear from a few of our associates about the
outstanding benefits Fidelity offers: Benefits at Fidelity
Investments * Click here for a story about how we are helping our
employee's payback their student loan debt The Value You Deliver *
You are key to the Fidelity relationship strategy * Deepening
client relationships through long term guidance * Collaborating
with the Relationship Manager team company wide * Leading the
client contact strategy * Creating long lasting meaningful
relationships with clients How Your Work Impacts the Organization
Fidelity Investments is committed to delivering the best customer
experience in the financial services industry. We help millions of
people save and invest through personal investment accounts and
workplace savings plans. Our associates build long-term
relationships with our customers, helping them navigate our full
range of investor products and services, including one-on-one
investment guidance, wealth management, retirement planning, income
strategies, and college planning services, as well as integrated
employee benefits solutions. We believe in being #DifferentTogether
. Fidelity's nine affinity groups are self-organized groups of
employees with common interests in areas such as race, ethnicity,
gender or sexual orientation, or who share similar interests based
on similar sets of experiences who come together to create a
positive, inclusive workplace for all employees. We continuously
strive for a diverse and inclusive workplace where we respect and
value our associates for their unique perspectives and experiences.
Certifications:Series 07 - FINRA, Series 63 - FINRA Company
Overview At Fidelity, we are focused on making our financial
expertise broadly accessible and effective in helping people live
the lives they want. We are a privately held company that places a
high degree of value in creating and nurturing a work environment
that attracts the best talent and reflects our commitment to our
associates. We are proud of our diverse and inclusive workplace
where we respect and value our associates for their unique
perspectives and experiences. For information about working at
Fidelity, visit FidelityCareers.com. Fidelity Investments is an
equal opportunity employer. Fidelity will reasonably accommodate
applicants with disabilities who need adjustments to complete the
application or
Keywords: Fidelity Investments, Denver , Central Relationship Manager - Greenwood Village, CO, Executive , Englewood, Colorado
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Executive JobsProject Manager #11558.66 Description: Fast Enterprises, LLC has an opening for the following position in Centennial, CO. Company: Fast Enterprises LLC Location: Englewood Posted on: 01/26/2021 Assistant Nurse Manager, Medical Surgical Description: Welcome to Centura Health Welcome to Centura Health - the largest health ecosystem in Colorado and Kansas. Welcome to living your mission among thousands of people on fire to live theirs too. Welcome (more...) Company: Centura Health Location: Westminster Posted on: 01/26/2021 Manager of Evaluation & Research Description: EMPLOYMENT VALUE PROPOSITION: Mental Health Center of Denver provides you with the support you need to help you develop a career in helping others succeed. We innovate, adapt, and leverage the diverse (more...) Company: Mental Health Center of Denver Location: Denver Posted on: 01/26/2021 Assistant General Manager Description: Lead a multi-talented teamUnder the leadership of the General Manager, you will manage the daily operations and staff of a Wendy's restaurant with a specific focus on staffing, training and scheduling, (more...) Company: Wendy's Location: Denver Posted on: 01/26/2021 Security Manager (47464) Description: The Security Manager oversees security operations, people and asset protection at assigned vehicle rental and non-rental facilities, and is field-based. This role requires active engagement and strategic (more...) Company: Avis Budget Group Location: Denver Posted on: 01/26/2021 RN/Director of Nursing - SNF/LTC (250108) Description: JOB CODE: 250108 RN/Director of Nursing SNF/LTC LOCATION: Denver suburb CO Great opportunity to join a leading provider of short-term post-hospital and long-term care and the largest U.S. provider (more...) Company: Veritas Global Consulting Group, LLC Location: Denver Posted on: 01/26/2021 RN Manager of Women's and Children's Services Description: Description SHIFT: Days rotating weekends SCHEDULE: Full-time Salary Estimate: 85,280.00 - 114,608.00 The estimate displayed represents the typical salary range of candidates hired. Factors that may (more...) Company: North Suburban Medical Center Location: Denver Posted on: 01/26/2021 RN/Asst. Director of Nursing-Unit Manager (730107) Description: JOB CODE: 730107 RN/Asst. Director of Nursing-Unit Manager SNF/LTC LOCATION: Denver CO Great opportunity to join the leading provider of short-term post-hospital services and long term care with (more...) Company: Veritas Global Consulting Group, LLC Location: Denver Posted on: 01/26/2021 Hospital Lab Director Description: Patients and Physicians rely on our diagnostic testing, information and services to help them make better healthcare decisions. These are often serious decisions with far reaching consequences, and require (more...) Company: Quest Diagnostics Location: Denver Posted on: 01/26/2021 Commercial Lines Account Manager Description: Full Time br br About Patra br Patra Corporation is the worldwide leader in insurance agency back-office and account management business process outsourcing. Patra offers a wide range of services (more...) Company: PATRA Location: Denver Posted on: 01/26/2021 |