Team Leader, Central Relationship Managers

🔥 1 minute ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟠 Senior

💰 Account Manager

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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 • 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 associates • Support associate development and career advancement • Serve as the C-RM leader liaison within geographically aligned Wealth markets • Partner with Wealth Management Team function leaders to establish best practices and consistent client-care standards • Coach and develop associates to deliver an outstanding client experience • Enable client engagement with Wealth Management Teams • Build personalized development plans with associates • Support hiring and onboarding of new C-RMs • Contribute to a collaborative, competitive, and inspiring team culture

🎯 Requirements

• 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 • Ability to drive business results and solve complex problems • Cross-functional business acumen and ability to integrate multiple goals and priorities • Data-driven leadership and ability to drive improvement • Demonstrated strength in managing change • Mentoring and leadership skills • Coaching skills • Knowledge of financial products, guidance, and solutions • Experience with regulatory and compliance practices and rules • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefits

• Stable base salary • Recognition of associate achievements • Excellent benefits • Access to professional resources, technology, and tools • Competitive total rewards package • Affinity groups • Diverse and inclusive workplace