Team Leader, Central Relationship Managers

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $66k - $125k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Lead a team of Central Relationship Managers (C-RMs) • Engage current and potential wealth management clients through phone, email, and text • Deepen client relationships and set appointments for Wealth Management Team partners • Foster a culture of trust and empower C-RM Associates • Support associate development and future career advancement • Serve as C-RM leader liaison within geographically aligned Wealth markets • Partner with WMT function leaders to foster best practices and consistent standards of care • Coach and develop associates to deliver an outstanding client experience • Enable the team to drive client engagement with Wealth Management Teams • Contribute to a collaborative, competitive, and inspiring team culture • Build personalized development plans with associates • Support the hiring and onboarding of new C-RMs • Build a C-RM talent pipeline • Inspire associates to deliver their best

🎯 Requirements

• Proven ability to drive business results and solve complex problems • Cross-functional business acumen and ability to integrate multiple goals and priorities • Data-driven leadership approach • Demonstrated strength in managing change • Minimum of 5 years related experience with understanding of client service, operations, and business processes • Bachelor’s degree preferred • Series 63, 7, 9, and 10 licenses required prior to hire • Mentoring and leadership skills • Coaching and associate development skills • Financial products, guidance, and solutions knowledge • Experience with regulatory and compliance practices and rules • Ability to comply with securities, investment, retirement, ERISA, FINRA, and related regulations • May be subject to restrictions based on certain criminal histories

🏖️ Benefits

• Stable base salary • Recognition of associate achievements • Comprehensive health care coverage • Emotional well-being support • Market-leading retirement • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance including student loan repayment • Tuition reimbursement • Learning resources to develop your career • Unlimited access to industry resources, technology, and tools