Central Relationship Manager - Greater Los Angeles, CA Area
Listed on 2026-08-17
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Sales
Client Relationship Management
Central Relationship Manager
A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.
In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.
Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients.
The base salary range for this position is $48, USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and se benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Customer Service, Relationship Management, Sales
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