Senior Relationship Manager, Wealth Management

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Senior Relationship Manager acting as a key player in Wealth Management team. Providing exceptional service and customized support for Fidelity's high net worth clients.

Posted 7/14/2026full-timeRoseville • California • 🇺🇸 United StatesSenior💰 $79,000 - $153,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in providing high-level customer service to high net worth clients, with a focus on personalized relationship management and financial strategy implementation. Proficient in addressing complex financial inquiries and planning needs, supported by relevant licenses and extensive experience in the financial services sector.

Highest-signal resume keywords

Series 7 LicenseSeries 63/65 or 66 LicenseLife Insurance LicenseCustomer Service Experience in Financial ServicesBachelor’s Degree

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Asset AllocationTrust and Estate PlanningIncome PlanningRetirement PlanningMutual Fund Inquiries

Soft Skills

Effective CommunicationProactive OutreachCustomer Relationship Management

Certifications & Qualifications

Series 7 LicenseSeries 63/65 or 66 LicenseLife Insurance License

Industry Keywords

Financial ServicesHigh Net Worth ClientsCustomer ServicePersonalized ServiceStrategy Discussions

About the role

Key responsibilities & impact

Providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client.
Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients.
Delivering customized service to clients seeking a personalized high-touch relationship.
Documenting and communicating strategy discussions and implementation.
Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning.
Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Advisor.

Requirements

What you’ll need

Series 7, 63/65 or 66 and Life Insurance licenses are required
Five or more years of customer service experience in the Financial Services industry
Bachelor’s Degree preferred

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career