Team Leader, Workplace Planning and Advice – Denver, CO

Fidelity Investments•Greenwood Village, CO

8d•Onsite

About The Position

The Team Leader is a key member of the Workplace Planning & Advice (WPA) business group providing leadership to a team of licensed Workplace Planning Consultants. Their primary responsibility is to lead, coach, and develop their team in order to drive exceptional customer experiences and build lifetime relationships with our customers through financial planning and investment guidance. The Team Leader provides oversight and leadership to their team, as well as, thought leadership to the organization, help drive incremental value to our participants and the WPA organization. The right candidate will provide subject matter expertise to our strategy teams, as well as, local regional leadership and representation. WPA is responsible for growing lifetime relationships, specifically expanding participant’s relationships with Fidelity to include both employer-sponsored and personal assets. WPA is tasked with providing needs-based solutions to our participants based on their specific needs and ensuring better financial outcomes for all Fidelity customers.

Requirements

Minimum of 2 years managerial experience in a service or sales business
FINRA Series 7, 66
FINRA Series 9/10 licenses strongly preferred or able to obtain upon hire
Bachelor’s Degree or equivalent experience
Experience leading teams in sales or customer service
Ability to motivate associates to grow and stretch themselves
Ability to present and implement new ideas and execute flawlessly against organizational strategy
Coaching and development skills
Presentation skills
Experience with regulatory and compliance practices and rules
Excellent verbal and written communication skills

Responsibilities

Lead, coach, and develop their team to drive exceptional customer experiences and build lifetime relationships.
Provide oversight and leadership to their team.
Provide thought leadership to the organization.
Drive incremental value to participants and the WPA organization.
Provide subject matter expertise to strategy teams, local regional leadership, and representation.
Lead initiatives to drive lifetime relationships to Fidelity.
Demonstrate Consultative Selling Skills.
Grow Fidelity’s brand recognition with our participants.