Relationship Manager - Villanova, PA
Soteria Reinsurance Ltd.
- # Relationship Manager - Villanova, PAApplylocations: 797 EAST LANCASTER AVE SUITE 100 VILLANOVA, PAtime type: Full timeposted on: Posted Todayjob requisition id: 2132877## ## Job Description:**Note: Fidelity will not provide immigration sponsorship for this position.**## **The Role**The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. Through your honesty and integrity, we know you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.## ## **The Expertise and Skills You Bring*** FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire* 1-3 years in financial services with an emphasis in providing an excellent customer experience* Ability to find success in a dynamic, deadline driven, and detailed compliance environment* Planning experience and knowledge of financial markets and products* Strong social skills and the ability to deliver highly personalized service to each client* Ability to think creatively and be comfortable making decisions with the support of your team* Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one* Ability to facilitate targeted appointments that drive meaningful client engagement* Client-focused mindset and brings strong financial planning insight* Vested interest in being an advocate for clients* Professional, with a polished communication style* Demonstrate coachability, collaboration, and curiosity as core strengths## ## **The Team**Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding. You are key to the Fidelity relationship strategy. You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:Series 07 - FINRA, Series 66 - FINRA## ## Category:## Relationship ManagementPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.### About UsAt Fidelity, we are passionate about 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.
- J-18808-Ljbffr Soteria Reinsurance Ltd.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Relationship Manager - Villanova, PA in New York, NY vacancy
$146k - $239.8k
Relationship Manager III - Middle Market Lending/ Central NJ & PA Markets We are building out our Middle Market Lending Team in Central NJ, South NJ, Philly and surrounding PA markets. The Relationship Manager III - Middle Market Lending is responsible for originating,...SuggestedWork experience placementWork at officeLocal areaFlexible hours- Fidelity Investments in Villanova, PA is seeking a Relationship Manager to support the branch team by strengthening client relationships and keeping Financial Consultants organized to align daily activities with client needs. The role emphasizes delivering exceptional customer...Suggested
$116.5k - $155k
...brand (Euronext Paris: FR0014003TT8, DSY.PA), Medidata is headquartered in New York... ...resources to build consultative, long-term relationships with customers . At this level, you are... ...Territory Ownership: Responsible for managing, deepening and elevating (C-Suite) relationships...SuggestedHourly payWork at officeLocal areaRemote workFlexible hoursMedidata Solutions
New York, NY2 days ago$96k - $128k
...brand (Euronext Paris: FR0014003TT8, DSY.PA), Medidata is headquartered in New York... ...life sciences. As the Public Relations Manager, you will report directly to the Senior... ...Support day-to-day external PR agency relationships, including briefing partners, tracking project...SuggestedHourly payWork at officeLocal areaRemote workFlexible hours3DS Inc
New York, NY1 day ago$65k - $80k
...training. THE JOB The Customer Success Manager owns a portfolio of customers and is responsible... ...ownership mindset, and enjoy building relationships with your customers, then we invite you... ...industry (RN, EMT, Paramedic, PA, MD, DO, etc.) Professional experience in...SuggestedPermanent employmentFull timeWork at officeRemote workHome officeSiMX Corporation
New York, NY1 day ago- ...’s a total reimagining of how the world manages cyber risk. We build the Cyber Risk Posture... ..., building & maintaining customer relationships. Highly organized with the ability to update... ...: CA, MD, MA, IL, OR, WA, CO, TX, FL, PA, LA, MO, or DC . Before starting work with...Remote workWork from homeRelocation
UpGuard
New York, NY4 days ago $46.92k
...Description: Located in Hershey, PA, Milton Hershey School (MHS) is a top-notch home and school where over 2,200 pre-K through 12... ...Responsibilities include: Providing daily supervision and mentorship Managing household routines and student schedules Administering...Full timeWork from homeRelocationRelocation packageFlexible hoursWeekday workMilton Hershey School
New York, NY20 hours ago- ...coverage and availability hurdles and to manage pricing and forecasting complexity. Company... .... We are headquartered in Philadelphia, PA (USA), with offices in: Ambler, PA (USA);... .... The ideal candidate builds trusted relationships across internal and external stakeholders...Immediate startVisa sponsorshipFlexible hours
$116.5k - $155k
...brand (Euronext Paris: FR0014003TT8, DSY.PA), Medidata is headquartered in New York... ...create and build consultative, long-term relationships with customers to deliver tailored, cost... ...Territory Ownership: Responsible for managing, deepening, and elevating (C-Suite) relationships...Work experience placementWork at officeLocal areaRemote workFlexible hoursDassault Systèmes
New York, NYa month ago$114.75k - $153k
...Dassault Systèmes brand (Euronext Paris: FR0014003TT8, DSY.PA), Medidata is headquartered in New York City and has been recognized... .... About the Team : Responsible for the overall relationship management of client accounts and day to day activities. Responsible to...Remote workFlexible hoursDassault Systèmes
New York, NY18 days ago$85k - $120k
...number of days per week as indicated by your manager. Your hiring manager will discuss this... ...a one hour drive of Cranberry Township, PA requiring local travel throughout the... ...dealers and maintain/develop strong working relationships with key commercial dealership personnel...Full timeTemporary workPart timeWork experience placementWork at officeLocal areaRemote workRelocationRelocation packageFlexible hours$123.2k - $249.6k
## Relationship Manager II - Business Credit/Steel CityApplylocations: TX - Dallas (75201): PA - Philadelphia (19103): 437 Madison (NY425)time type: Full timeposted on: Posted Todayjob requisition id: R229059# **Position Overview**At PNC, our people are our greatest differentiator...Full timeTemporary workPart timeWork experience placementWork at office$143.1k - $238.5k
...can be based out of Lancaster, Harrisburg or York, PA. Contribute to the profitability and growth of... ...s commercial banking by building, developing and managing new and existing Commercial Real Estate client relationships with company revenue of $25-100 million dollars....Full timeTemporary workWork experience placementLocal areaWork visaFlexible hours$90k - $120k
...the Role Donegal Insurance Group has an opening for a Business Relationship Manager for the state of Tennessee. As a member of our Marketing team... ...IA, IL, IN, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, PA, SC, SD, TN, TX, UT, VA, WI, and, WV. E-Verify Donegal...Permanent employmentFull timeTemporary work$135k - $180k
...brand (Euronext Paris: FR0014003TT8, DSY.PA), Medidata is headquartered in New York... ...are seeking a strategic and dynamic Sr. Manager, Engagement and Communications to lead project... ...Cultivate and maintain meaningful relationships with sites and patients, advocacy groups...Work at officeLocal areaFlexible hoursDassault Systèmes
New York, NYa month ago$85k - $95k
...We are looking for a Relationship Manager to join our Relationships team in New York or Los Angeles. The 1000heads Relationships team is a proud, powerful collective of Social Media obsessives, experts managing influencer relationships. You will work closely with a...Fixed term contractWork at officeFlexible hours1000heads
New York, NY2 days ago- ...users, facilitating over $1 trillion in crypto transactions. We are looking for an ambitious and highly commercial VIP Relationship Manager (RM) to help build and scale Blockchain.com’s high-touch VIP and Wealth program. You will own and grow a portfolio of high-net...ApprenticeshipRemote workWorldwide
Blockchain Inc
New York, NY2 days ago - ...Job Description Business Development, Relationship Manager, Latin America LGT Capital Partners (LGT CP) is a global multi-alternatives platform with $100 billion in assets under management and more than 700 institutional clients in 42 countries. An international...Work at officeFlexible hours
LGT Capital Partners Ltd
New York, NY2 days ago $70k - $220k
...absolute integrity. East West Bank gives people the confidence to reach further. Overview We are currently seeking a Relationship Manager in our Commercial Real Estate group. This individual will be responsible for all phases of relationship management and business...Permanent employmentEast West Bank
New York, NY3 days ago- Client is seeking a Public Information Officer (PIO) to work in our NYC office. The PIO will: Support the Director of Digital Communications and Design with graphic design needs across the Department. The individual will be responsible for creating digital and...Work at officeRemote work
HonorVet Technologies
New York, NY2 days ago - ...ideas, and inspiration. Position Description: The Guest Experience Manager will supervise and execute all aspects of the museum floor... ...Philadelphia Building 1315 Walnut Street, Suite 1101 Philadelphia, PA 19107 email: ****@*****.*** #J-18808-Ljbffr Greater...Full timeWork at officeWeekend workAfternoon shift
$55k - $60k
...communication, offering an all-in-one solution for managing mobile grooming, salons, daycares, and... ...mindset with software solutions. Relationship-building skills and customer focus. Tech... ...Ann Arbor, MI; Scottsdale, AZ; Wayne, PA; and Austin, TX. DaySmart values diversity...Remote workWorldwideFlexible hours- ...business development with ongoing account management, ensuring long‑term customer success and... ...new business, you will own the customer relationship post‑sale, working closely with internal... ...in the NY, NJ, CT, MA, RI, DE, MD and PA region. Hercules, with its warehouse and...Contract workLocal area
$35.64k - $90k
600 EAST NEVERSINK ROAD, READING, PA 19606, USA Are you in search of a workplace that... ...to develop long‑term advertising relationships that grow not only Lamar advertising sales... ...opportunities, as our goal is to promote all Sales Managers from within! What we’re looking for in...Temporary workWork at officeLocal areaImmediate startMonday to FridayNight shift- Datasite seeks a Relationship Manager for Grata to manage high-value accounts in a hybrid NYC setting. You will own renewals, drive upsells, and serve as the main contact for customers to maximize adoption and ROI. Collaborate with product and engineering to resolve issues...
- Job Title: National Account Manager, Non-Commercial, Foodservice Job Status: full-time,... ...CA, FL, GA, ID, MN, NC, NJ, NY, OH, OR, PA, TX, VA or WI. Travel: up to 40% Who we... ...and expanding national customer relationships across contract management, group purchasing...Remote jobPermanent employmentFull timeContract workWork at officeLocal areaFlexible hours
$145k - $165k
...Senior Engagement Manager Stepful is a workforce platform redefining how America's largest health systems build, train, and retain... ...program adoption and renewals. You will manage the client relationships, deeply understanding their needs and acting as a thought partner...Contract work$85k - $150k
...Overview Job Purpose The Senior Relationship Manager proactively manages a territory of 5 to 10 parent accounts, each generating $1M to $40M in annual revenue. The role centers on building trust-based, value-added partnerships with key client stakeholders and is...Full timeIntercontinental Exchange
New York, NY3 days ago- ...the most compelling narrative, identifying strategic existing relationships and prospective clients, determining cadence and timing of client... ..., private markets, multi-strategy mandates, etc.). Help to manage relationships post funding. Serve as an ambassador for the...Work at officeFlexible hours
LGT Capital Partners Ltd
New York, NY2 days ago $220k - $415k
...Job Description: Job Title Relationship Manager, LatAm Corporate Title Director - Managing Director Location New York, NY / Miami, FL Overview As the Relationship Manager, you will develop, manage, and retain client relationships in the Mexican or...Work at officeWork from homeDeutsche Bank
New York, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Manager - Villanova, PA. Be the first to apply!
Related searches
- partner relations manager New York, NY
- relationship manager corporate banking New York, NY
- relationship manager work from home New York, NY
- service relationship manager New York, NY
- provider relations manager New York, NY
- wealth management relationship manager New York, NY
- vp relationship manager New York, NY
- enterprise relationship manager New York, NY
- labor relations director New York, NY
- government relations manager New York, NY