Senior Relationship Manager, Wealth Management

Fidelity Investments

. Build meaningful relationships with Fidelity’s sophisticated and high-net-worth clients .

Posted 10/14/2026full-timeNovi • Michigan • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and investment strategies, with a strong focus on compliance and personalized service delivery. Proven ability to engage high-net-worth clients and address complex financial inquiries effectively.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseCustomer Service ExperienceInvestment Strategy ExecutionInterpersonal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Portfolio ManagementAsset AllocationRetirement PlanningTax-Advantaged InvestmentsWealth Management SolutionsCompliance GuidelinesInvestment DiscussionsStructured Contact PlansAnnual ReviewsClient Meeting Participation

Soft Skills

Exceptional Interpersonal SkillsDynamic Work Environment AdaptabilityProactive OutreachRelationship ManagementEffective Communication

Certifications & Qualifications

Bachelor's DegreeState Registrations

Industry Keywords

Financial ServicesHigh-Net-Worth ClientsBrokerageTrust and Estate PlanningClient Engagement

About the role

Key responsibilities & impact

Build meaningful relationships with Fidelity’s sophisticated and high-net-worth clients
Partner with Advisors to deliver a highly personalized client experience
Conduct proactive outreach, inbound client support, and ongoing relationship management
Address brokerage, investment, asset allocation, retirement and income planning, trust and estate, and tax-advantaged investment inquiries
Support client strategy execution through structured contact plans, annual reviews, guidance preparation discussions, and pre- and post-meeting follow-up
Maintain regular communication and identify opportunities for asset consolidation, additional wealth management solutions, and enhanced client engagement
Participate in client meetings for investment, life events, and service reviews
Maintain client portfolios in accordance with compliance guidelines

Requirements

What you’ll need

Series 7 and Series 66 licensed and appropriate state registrations, or ability to acquire Series 66 upon hire
Five or more years of customer service experience in the Financial Services industry
Bachelor’s Degree preferred
Exceptional interpersonal communication skills via telephone and face-to-face consultations
Subject matter expertise to address unique and complex client service requests
Ability to work in a dynamic, fast-paced environment where timely completion of tasks is critical
Ability to conduct comprehensive investment-related discussions and participate in client meetings for investment, life events, and service reviews
Ability to maintain client portfolios in accordance with compliance guidelines
Must not have disqualifying criminal history under applicable regulations
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Full-time onsite working model expectations, depending on region and role