Team Leader, Client Services

Fidelity Investments•Salt Lake City, UT

4d•Hybrid

About The Position

Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you will 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. We want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career. We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender, or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership, or environmental sustainability, who come together to create a positive, inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

Requirements

Proven Leadership Experience
Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop.
Your ability to balance leadership and supervisory responsibilities.
Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success, and reward.
Your experience with regulatory and compliance practices and rules
Your relationship expertise, leading with empathy and enhancing team cohesion.
Being coachable, collaborative, and curious are your go to attributes.
Series 7, 63, 9/10 licenses required or able to obtain within 120 days

Nice To Haves

Previous Management or Leadership Experience in financial services is a plus.

Responsibilities

Coaching and developing a team of associates to deliver an outstanding experience to our clients.
Enabling your team to drive outstanding client service interactions/ results.
Helping associates realize their own personal definitions of success.
Ability to inspire 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