Wealth Management Senior Relationship Manager - San Jose Area

Building meaningful client relationships is at the heart of this role. As a key member of the Wealth Management team, this role partners closely with Advisors to deliver a highly personalized experience for Fidelity's most sophisticated and high-net-worth clients. Through a combination of proactive outreach, inbound client support, and ongoing relationship management, this role helps strengthen client relationships, drive business growth, and deliver exceptional service. Fidelity will not provide immigration sponsorship for this position.

Responsibilities

Build and maintain meaningful client relationships; Partner closely with Advisors to deliver a highly personalized experience for high-net-worth clients; Address a broad range of client needs, including brokerage and investment inquiries, asset allocation, retirement and income planning, trust and estate considerations, and tax-advantaged investment solutions; Support the execution of client strategies through structured contact plans, annual reviews, guidance preparation discussions, and pre- and post-meeting follow-up; Identify opportunities for asset consolidation, additional wealth management solutions, and enhanced client engagement

Requirements

Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire; Five or more years of customer service experience in the Financial Services industry; Exceptional interpersonal communication skills, via telephone and face-to-face consultations; Subject matter expertise will be used 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; Effectively maintain client portfolios in accordance with compliance guidelines

Nice to have

Bachelor's Degree preferred

Benefits

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; Base salary is only part of total compensation; offer package may include bonus or other variable compensation