Job Description:
Is it time to explore new challenges in your career?
Do you have proven management experience leading a team of associates?
We are currently hiring people managers to lead remote teams in both our Financial Sales and Service Functions. These new managers will oversee teams in Planning & Advice (Sales) or Client Service.
The Purpose of Your Role
As a Client Service Leader, youll work to develop a team of associates to listen, and act with empathy and understand the clients long-term goals. You will have the unique opportunity of building and developing a group of series 7 licensed associates within our Satellite Regional Center. Working remotely, you will lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers while providing expert investment guidance.
As a Planning & Advice Leader, your associates will achieve success through relationships built on effective planning and advice. You will lead, coach, and develop and build lifetime relationships with our customers through financial planning and investment guidance, enabling your team to drive outstanding planning and retention results.
With a focus on employee development and collaboration, as a Team Leader, you’ll have the resources at your disposal to succeed on each count.
The location of this remote position is flexible, within a 100 mile proximity to one of the locations listed below.
California-Los Angeles, Sacramento, San Francisco, San Jose, San Diego
Oregon- Portland and Seattle
Nevada- Las Vegas
The Expertise Were Looking For
Proven leadership experience
Call Center leadership experience preferred
Previous management experience in financial services
Series 7 and 66 or 63/65 are required, 9/10 licenses preferred or able to obtain upon hire
The Skills You Bring
Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
Your ability to identify, recruit, and hire external talent and build your team virtually
Your ability to lead, coach, and develop associates remotely
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 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 outstanding client service interactions/ results
Protecting the Fidelity brand through active supervision of associate interactions and transactions
Building and influencing a collaborative, competitive, and inspiring culture for a remote team
Partnering with associates to build personalized plans that support their development towards career goals
Ability to inspire associates to deliver their best
Reviewing salesforce dashboards to stay up to date on associate execution of tasks
We believe in being #Different Together
Fidelitys 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, womens 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
Certifications: Series 07 – FINRA, Series 09 – FINRA, Series 10 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA
Company Overview
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients . We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, youll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to Find Your Fidelity at fidelitycareers.com .
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.
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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com , or by calling 800-835-5099, prompt 2, option 2.