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Fidelity Client Relationship Manager Jobs (NOW HIRING)

FlexTG

Client Relationship Manager

Baltimore, MD · On-site

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

NEXACC

Client Relationship Manager

Phoenix, AZ · Hybrid

$880 - $1.2K/wk

As a Client Relationship Manager, you will play a crucial role in maintaining and enhancing client satisfaction, fostering long-term relationships, and driving business growth. You will be involved ...

FlexTG

Client Relationship Manager

Atlanta, GA · On-site

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

FlexTG

Client Relationship Manager

Duluth, GA

JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an assigned portfolio of clients after implementation. The CRM is responsible for customer satisfaction ...

Mutual of America

Client Relationship Manager

Akron, OH · On-site +1

$65K - $90K/yr

Client Relationship Manager Location: Ohio, Indiana, Kentucky (remote) Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial ...

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How much do fidelity client relationship manager jobs pay per year?

As of Sep 14, 2026, the average yearly pay for fidelity client relationship manager in the United States is $57,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,000.00 per year, depending on experience, location, and employer.

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Infographic showing various Fidelity Client Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $57,383 per year, or $27.6 per hour.

Client Relationship Manager

Atlanta, GA • On-site

Rockefeller Capital Management
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Re-posted 3 days ago

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.

Position

An Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Rockefeller Global Family Office Team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

Responsibilities
  • Assisting senior advisors in preparing deliverables and participating in client meetings
  • Communicating with clients on both a scheduled and an ad hoc basis
  • Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team
  • Ongoing coordination with clients’ CPAs and attorneys regarding balance sheet management
  • Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters
  • Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities
Qualifications
  • 5+ years of relevant experience, working within an RIA in a client service or operational capacity is preferred
  • Bachelors degree, with a business/finance focus preferred
  • Series 7 and 66 licenses required
  • Proficiency in Microsoft Office suite
Skills
  • Strong interpersonal, organizational, and client service skills
  • Ability to work well under pressure and handle multiple priorities while maintaining a positive and productive attitude
  • Demonstrated initiative and ability to work independently
  • Strong quantitative, qualitative, and technical skills
  • Ability to prioritize tasks and meet deadlines
  • Strong attention to detail and recognition of critical issues
Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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