DenverRecruiter Since 2001
the smart solution for Denver jobs

Central Relationship Manager - Greenwood Village, CO

Company: Fidelity Investments
Location: Englewood
Posted on: June 26, 2019

Job Description:

Your engaging personality is attractive to customers.And your instinctive tenacity is definitely attractive to us.
The Expertise We re Looking For

  • 1-3 years experience in financial services (outbound calling experience preferred)
  • Related sales or customer engagement experience desired
  • Series 7 & 63 licenses required prior to hire
  • Series 65 and/or 66 licenses required within 3 months of hire
  • State registrations must be obtained within 3 months of hire
  • PC/Windows skills a must
    The Purpose of Your RoleThis Central Relationship Manager position needs exactly your kind of energy and drive. 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 leverage monthly sales plays, discuss asset consolidations and execute sales interactions that advance the sales cycle. The Skills You Bring
    • An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets
    • Your excellent communication and interpersonal skills with clients, business partners, team and department
    • Your ability to thrive in a fast-paced deadline environment
    • A broad understanding of investment options for the high-net-worth client
    • A comfort with making outbound calls 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 OrganizationFidelity 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.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. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.

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!

I'm looking for
in category
within


Other Executive Jobs


Project Manager
Description: Holsinger Drywall, Inc. is looking for project managers to join our rapidly expanding team We specialize in commercial drywall and metal stud framing projects that vary in size, from small to large. (more...)
Company: Holsinger Drywall
Location: Fort Collins
Posted on: 07/19/2019

Commercial Relationship Manager IV
Description: Summary Our Growth is Your Opportunity - Work
Company: Thrivent Financial
Location: Arvada
Posted on: 07/19/2019

Configuration Manager I
Description: SUMMARY:The Configuration Manager manages a team of personnel to administer, implement and maintain document and data control, product and documentation configuration management, and engineering changes. (more...)
Company: Sierra Nevada Corporation
Location: Denver
Posted on: 07/19/2019


Sales Management Trainee - Denver
Description: If you re looking to start your career with a company that grows their managers and leaders from within the organization, then the Enterprise Management Training Program is for you. Whether you see yourself (more...)
Company: Enterprise Rent-A-Car
Location: Denver
Posted on: 07/19/2019

Finance Manager-AR
Description: Finance Manager-Accounts Receivable job in Loveland, CO 85-95k depending on experienceOur
Company: Addison Professional Financial Search LLC
Location: Loveland
Posted on: 07/19/2019

Technical Director Software
Description: About USNetApp is the data authority for hybrid cloud. We provide a full range of hybrid cloud data services that simplify management of applications and data across cloud and on-premises environments (more...)
Company: NetApp
Location: Boulder
Posted on: 07/19/2019

Data Warehouse Project Manager
Description: Job Req 19-07741 Job Description Investments Data Warehouse Project Manager Location Denver, CO Job Type Contract The Ascent Services Group is looking for an experience programproject manager to join (more...)
Company: Ascent Services Group
Location: Denver
Posted on: 07/19/2019

Executive Office Manager
Description: Redpoint Financial GroupPosition: Office Manager / Executive Administrative Assistant / Director of OperationsLocation: Near Olde Town Arvada This will be an extremely competitive and rewarding opportunity (more...)
Company: Redpoint Financial Group
Location: Denver
Posted on: 07/19/2019

Sr. Commercial Roofing, Project Manager
Description: Sr. Commercial Roofing, Project Manager br ---COMMERCIAL ROOFING EXPERIENCE IS A MUST TO BE CONSIDERED------Position located in Dallas, TX. Company offers relo assistance---Pay: Base to 75-95k base (more...)
Company: CyberCoders
Location: Denver
Posted on: 07/19/2019

RN Manager Surgical Services
Description: Description SHIFT: No Weekends br br SCHEDULE: Full-time br br RN Manager of Surgical Services North Suburban Medical Center br br At North Suburban Medical Center, you'll find that caring (more...)
Company: North Suburban Medical Center
Location: Denver
Posted on: 07/19/2019

Log In or Create An Account

Get the latest Colorado jobs by following @recnetCO on Twitter!

Denver RSS job feeds