Team Leader, Client Services

Fidelity Investments • Salt Lake City, UT

230d • Remote

About The Position

As a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count. The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.

Requirements

• Proven Leadership Experience.
• Previous Management or Leadership Experience in financial services is a plus.
• Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days.
• Outstanding mentoring and leadership skills.
• Ability to balance leadership and supervisory responsibilities.
• Experience with regulatory and compliance practices and rules.
• Relationship expertise, leading with empathy and enhancing team cohesion.

Responsibilities

• Coaching and developing a team of associates to deliver an outstanding experience to clients.
• Enabling the team to drive outstanding client service interactions/results.
• Helping associates realize their own personal definitions of success.
• Inspiring associates to deliver their best.
• Partnering with associates to build personalized plans that support their development towards career goals.
• Protecting the Fidelity brand through active supervision of associate interactions and transactions.

Benefits

• Competitive total rewards package, including a stable base salary.
• Dynamic working model that combines onsite and offsite work experiences.
• Access to a holistic approach to life through benefit programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities