Job Description:
The Purpose of Your Role
As a Team Leader, Central Relationship Managers (C-RMs), you will lead a team of C-RMs who’s role is to engage with current and potential wealth management clients via a diverse set of communications channels (phone, email, text) to deepen relationships and set appointments on behalf of Wealth Management Team (WMT) partners. As a Team Leader, you will be responsible for fostering a culture of trust with C-RM Associates to empower their success within the C-RM role and support their development for future career advancement opportunities. In addition, you will serve as the C-RM leader liaison within geographically aligned Wealth markets. In this capacity, you will work with other WMT function leaders to foster best practices and drive consistency in our standards of care for clients and Associates.
The Expertise We’re Looking For
Your proven ability to drive business results and solve complex problems
Your cross-functional business acumen and ability to integrate multiple goals and priorities
Your curiosity as a data driven leader who brings a sense of urgency and optimism to driving improvement.
Your demonstrated strength in managing change, including communications that foster desired culture and outcomes.
Minimum of 5 years related experience with understanding of client service, operations, and business processes.
Bachelor’s degree preferred
Series 63, 7, 9, 10 licenses required prior to hire
The Skills You Bring
• Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
• Your ability to effectively coach others, helping build critical skills that allows them to achieve their full potential
Your ability to help build a C-RM talent pipeline and support the hiring and
onboarding of new C-RMs
• Your relationship expertise, leading with empathy and enhancing team cohesion
• Your knowledge of financial products, guidance, and solutions
• 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
Our Investments in You
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 invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, as well as a top compensation package, including a stable base salary, recognition of associate achievements and excellent benefits. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
The Value You Deliver
• Coaching and developing a team of associates to deliver an outstanding experience to our clients
• Enabling your team to drive client engagement with Wealth Management Teams (WMT)
• Contributing and influencing a collaborative, competitive, and inspiring team culture
• Partnering with associates to build personalized plans that support their development towards career goals
• Ability to inspire associates to deliver their best
We believe in being #DifferentTogether
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 and clients for their unique perspectives and experiences.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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 contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.