Wealth Management Relationship Manager
Resume:
JAMES MYERS
** ****** **., ****** ** *****
********@*******.***
PROFESSIONAL SUMMARY
Relationship Management and Wealth Management professional with 18+ years of experience cultivating trusted client relationships, expanding wallet share, and delivering consultative financial solutions for affluent and high-net-worth investors. Proven track record of driving client retention, uncovering growth opportunities, strengthening loyalty, and partnering across business lines to deliver comprehensive wealth management strategies. Recognized throughout a long career at Fidelity Investments for service excellence, leadership, operational innovation, and client advocacy. Holds Series 6, 7, 63, and 66 licenses with CFP coursework in progress.
CORE COMPETENCIES
Relationship Management • Client Engagement • Business Development • Wealth Management • Client Retention • High-Net-Worth Clients • Asset Consolidation • Financial Planning • Revenue Growth • Consultative Sales • Strategic Prospecting • Investment Solutions • Retirement Planning • Cross-Functional Leadership • Executive Communication • Client Experience • Trust Building • Pipeline Development • Salesforce • Tableau
PROFESSIONAL EXPERIENCE
MASSACHUSETTS DEPARTMENT OF TRANSPORTATION, CORA (Interim job)
Bridge Operations
May 2026 – Present
Osha Certified by the Massachusetts Department of Transportation to operate, manage and maintain three key bridges in the Boston metro area.
Ensured both safety and traffic flow for emergency vehicles near both major arteries and hospitals
NEW YORK LIFE
Insurance Agent
September 2024 – October 2024
Built client relationships through consultative discussions focused on retirement income, asset protection, and legacy planning.
Assessed client objectives and recommended tailored insurance and annuity solutions aligned with long-term financial goals.
Educated clients on risk-management strategies designed to protect wealth and preserve retirement income.
Developed trusted advisor relationships by providing personalized guidance and comprehensive financial protection recommendations.
FIDELITY INVESTMENTS
Investment Solutions Representative I
December 2023 – September 2024
Conducted in-depth financial conversations that uncovered client goals, identified growth opportunities, and expanded existing relationships.
Generated new business opportunities by engaging clients regarding retirement planning, investment strategies, and external asset consolidation.
Partnered with Financial Consultants and Brokerage Consultants to transition clients toward more comprehensive wealth management relationships.
Leveraged financial planning tools and retirement analysis resources to educate clients and support informed decision-making.
Built trust-based relationships that increased client engagement and positioned Fidelity as the primary financial partner.
FIDELITY INVESTMENTS
High Net Worth Representative II
January 2011 – December 2023
Managed complex relationships for affluent and high-net-worth investors, serving as a trusted advisor for investment strategy, retirement planning, and wealth-management solutions.
Strengthened client loyalty and retention through proactive outreach, personalized financial guidance, and timely resolution of complex service issues.
Maintained Client Experience Index scores exceeding 92%, consistently ranking among top performers for client satisfaction and relationship quality.
Identified opportunities to deepen client relationships by uncovering financial needs, discussing outside assets, and introducing appropriate investment and planning solutions.
Collaborated with Financial Consultants, branch leadership, and specialized partners to deliver comprehensive wealth-management strategies aligned with client goals.
Earned multiple performance and leadership recognitions for exceptional client engagement, service delivery, and relationship-building effectiveness.
Led operational improvement initiatives that enhanced client experience, streamlined workflows, and increased branch efficiency.
Utilized Salesforce, Tableau, XTRACS, and Excel to identify trends, analyze client data, and support strategic business decisions.
Presented insights and recommendations to senior leadership, influencing process improvements that enhanced service quality and operational effectiveness.
Selected for Fidelity's prestigious Regional Center Boston Experience program based on leadership potential and commitment to client advocacy.
Participated in enterprise innovation initiatives focused on digital engagement, natural language processing, and client experience transformation.
Authored and distributed Jim's Market Minute, strengthening client engagement through relevant market insights and education.
Mentored new associates and supported recruiting, onboarding, and development efforts to strengthen team performance and client service capabilities.
FULL TRADER, PERSONAL WORKPLACE INVESTING
Executed complex securities transactions while delivering a high-touch client experience and maintaining regulatory compliance.
Built credibility and trust with investors through responsive service, market knowledge, and solution-oriented guidance.
Consistently exceeded lead-generation goals by identifying opportunities to deepen client relationships and refer clients to specialized partners.
FINANCIAL ASSOCIATE II – TAX EXEMPT
Partnered with retirement plan participants and Registered Investment Advisors to deliver responsive solutions and strengthen business relationships.
Resolved complex account and trading issues, improving client satisfaction and reinforcing trust in Fidelity's services.
Contributed to a Six Sigma initiative that enhanced service quality and improved the overall client experience.
401(k) MASTER REPRESENTATIVE
Guided retirement plan participants through investment decisions, retirement readiness planning, and long-term savings strategies.
Increased participant engagement through education-focused conversations that promoted informed financial decision-making.
Built lasting client relationships by translating complex retirement concepts into practical financial guidance.
Fidelity Investments
Health & Insurance Representative
September 2006 – August 2007
Assisted clients with health and insurance benefits education.
Supported enrollment activities and policy administration.
Delivered customer-focused service while maintaining regulatory standards.
EDUCATION
Northeastern University
Bachelor of Science, Finance
LICENSES & CERTIFICATIONS
Series 7, Series 6, Series 63, Series 66,Certified Financial Planner (CFP) Coursework In Progress
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