Team Leader, Client Services

Fidelity Investments • Salt Lake City, UT

2d

About The Position

The Team Leader is a key member of the Regional Center Client Services group and leads a team of licensed associates. The role focuses on coaching and developing associates to deliver exceptional customer experiences and build lasting customer relationships. The Team Leader balances leadership and supervisory responsibilities, supports associates’ professional growth, and helps the team achieve strong client-service results while protecting the Fidelity brand through active supervision of associate interactions and transactions.

The position involves collaborating with peers locally and nationally, maintaining a culture of collaboration and success, and partnering with associates on personalized development plans. Fidelity describes an onsite working model that is transitioning to full-time onsite through a phased regional and role-based rollout; current onsite expectations vary by role and location and may evolve. The posting does not specify this role’s exact onsite arrangement.

Fidelity does not provide immigration sponsorship for this position. Employment may be subject to restrictions arising from applicable laws and regulations concerning certain criminal histories.

Requirements

• Proven leadership experience.
• Strong mentoring and leadership skills, including the ability to empower associates to grow and develop.
• Ability to balance leadership and supervisory responsibilities.
• Experience with regulatory and compliance practices and rules.
• Strong relationship skills, empathy, and ability to enhance team cohesion.
• Collaborative, coachable, and curious attributes.

Nice To Haves

• Previous management or leadership experience in financial services.
• Series 7, 63, 9/10 licenses preferred, or ability to obtain them within 120 days.

Responsibilities

• Lead, coach, and develop a team of licensed associates.
• Enable associates to deliver outstanding client-service interactions and results.
• Help associates identify and pursue their personal definitions of success.
• Partner with associates to create personalized development plans that support their career goals.
• Inspire associates to deliver their best and foster team cohesion.
• Balance leadership and supervisory responsibilities.
• Partner with peers locally and nationally to support collaboration, success, and reward.
• Protect the Fidelity brand through active supervision of associate interactions and transactions.
• Apply knowledge of regulatory and compliance practices and rules.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed