Eric Riley
Fort Worth,TX
Summary
Dynamic professional with a proven track record at Fidelity Investments, excelling in client relationship management and strategic planning. Demonstrated success in enhancing client satisfaction and retention, leveraging teamwork, and deploying effective communication skills. Achieved notable client loyalty through personalized solutions and a deep understanding of financial regulations, driving exceptional results.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Investment Management Consultant
Fidelity Investments
02.2021 - Current
- Collaborated with cross-functional teams to align business objectives and strategies.
- Convey market research to inform clients on the stock market, sentiment of the economy and what our management is focusing on.
- Improved client satisfaction by delivering tailored solutions for clients, in order to build a suitable portfolio of investments that allows for complementing around other investments and objectives.
- Provided strategic advice so clients can achieve their financial goals.
- Improved performance metrics, advising clients on resource allocation, benefits of consolidation, tools for investing, budgeting and lifelong strategies involving trusts.
- Managed client relationships to ensure satisfaction and foster long-term partnerships.
- Enhanced client satisfaction by providing exceptional customer service, utilizing nearly 30 years of experience and uncovering oversights by a client.
Director, Retirement Planner
Fidelity Investments
03.2018 - 02.2021
- Increased customer satisfaction by aligning service delivery with client expectations.
- Build solid retirement planning strategies for our institutional clients.
- Consolidation of assets through top down investigative sales approach.
- Proven record of creating loyal clients through strong rapport, high level of financial knowledge, genuine care and consistent follow ups.
- Advanced knowledge of industry rules that can be used to benefit clients (EX: NUA, Age 55 rule, SS rules, tax loss harvesting, etc).
Retirement Relationship Manager
Fidelity Investments
03.2012 - 03.2018
- Built long-lasting client relationships by understanding individual needs and providing tailored solutions.
- Driving high sales results by strengthening long term relationships with high net worth clients and finding solutions to help them achieve their goals.
- Increased client retention through personalized communication and dedicated support.
- Highly motivated and well organized resulting in consistent and exceptional results.
Education
Bachelor of Arts - Psychology
University of North Texas
Denton, TX12-1994
Skills
- Client relationship management
- Teamwork and collaboration
- Strategic planning
- Problem solving
- Communication skills
- Client satisfaction
- Utilization reviews
Accomplishments
- Achieved consistently high level results year over year by strengthening client relationships, consolidation of assets and maintaining loyalty long term.
- Awarded Presidents Circle Award 4 Times
Certification
Series 10
Series 9
Series 66
Series 7
Series 6
Series 63
Timeline
Investment Management Consultant
Fidelity Investments
02.2021 - Current
Director, Retirement Planner
Fidelity Investments
03.2018 - 02.2021
Retirement Relationship Manager
Fidelity Investments
03.2012 - 03.2018
Series 10
Series 9
Series 66
Series 7
Series 6
Series 63
Bachelor of Arts - Psychology
University of North Texas
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