CATEGORY: Sales Relationship Management JOBS

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401K Relationship Manager/Managing Director Albany, NY

Specialty: Sales Relationship Management
The Managing Director leads Fidelity's service delivery to Advisor 401K clients. The Team The Managing Director leads Fidelity's service delivery to Advisor 401K clients. Decisions made have broad organizational and client impact. The MD is required to build and develop strong internal working relationships with Fidelity personnel in support of service delivery. The MD is responsible for making
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401K Relationship Manager/Managing Director Rochester, NY

Specialty: Sales Relationship Management
The Managing Director leads Fidelity's service delivery to Advisor 401K clients. The Team The Managing Director leads Fidelity's service delivery to Advisor 401K clients. Decisions made have broad organizational and client impact. The MD is required to build and develop strong internal working relationships with Fidelity personnel in support of service delivery. The MD is responsible for making
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Central Relationship Manager - Covington, KY Covington, KY

Specialty: Sales Relationship Management
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 St
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Central Relationship Manager - Jacksonville, FL Jacksonville, FL

Specialty: Sales Relationship Management
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 St
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Central Relationship Manager - Merrimack, NH Merrimack, NH

Specialty: Sales Relationship Management
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 St
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Central Relationship Manager - Salt Lake City, UT Salt Lake City, UT

Specialty: Sales Relationship Management
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 St
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Charitable Planning Consultant Los Angeles, CA

Specialty: Sales Relationship Management
Engage with advisors to increase the knowledge around efficient and effective charitable vehicles to grow the great tradition of American philanthropy. Form relationships with advisors to become their first call in philanthropy. Join the largest provider of efficient charitable vehicles in the United States to help grow charitable giving. The Team The Fundraising organization within Fidelity Cha
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Client Management Representative - Covington, KY Covington, KY

Specialty: Sales Relationship Management
We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity The Expertise We’re Looking For Series 7 (required) Series 66 within 30 days of hire Minimum of 3 years of previous financial services experience Broad based
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Client Management Representative - Jacksonville, FL Jacksonville, FL

Specialty: Sales Relationship Management
Your knowledge and expertise of managed portfolio products helps you gain trust with our clients The Expertise We’re Looking For Series 7 (required) Series 66 within 30 days of hire Minimum of 3 years of previous financial services experience CFP Preferred The Purpose of Your Role The role of Client Management Representative is to act as a product expert on Strategic Advisors, Inc. (SAI) portfo
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Client Management Representative - Merrimack, NH Merrimack, NH

Specialty: Sales Relationship Management
Your knowledge and expertise of managed portfolio products helps you gain trust with our clients The Expertise We’re Looking For Series 7 (required) Series 66 within 30 days of hire Minimum of 3 years of previous financial services experience CFP Preferred The Purpose of Your Role The role of Client Management Representative is to act as a product expert on Strategic Advisors, Inc. (SAI) portfo
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