Business & FinanceOn site
Wealth Management Senior Relationship Manager - San Jose Area
Fidelity InvestmentsCampbell, CA
$79,000–153,000/yr
Posted Oct 16, 2026
What you’d do
Partner with Advisors to serve high-net-worth clients through proactive outreach, inbound support, and ongoing relationship management. Full time role focused on strengthening client relationships and driving business growth. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- Series 7 & 66 licensed or ability to acquire Series 66 upon hire
- 5+ years customer service experience in financial services
- State registrations
- Exceptional interpersonal communication skills
- Bachelor's degree preferred
Our summary of the listing. The full listing has the details.