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Wealth Management

Portfolio & Relationship Strategy Lead

Job in Merrimack, Hillsborough County, New Hampshire, 03054, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Merrimack, NH, seeks a Service Consultant to enhance client experiences and implement strategic solutions through proactive relationship management. The candidate should have a Bachelor's degree and over 5 years in financial services, particularly in client support and relationship management. This role involves presenting to key stakeholders, managing product portfolios, and collaborating within a regional team to drive efficient business outcomes.
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