Fidelity Investments

Fidelity Investments एक विविधीकृत वित्तीय सेवा कंपनी है, जो व्यक्तिगत निवेशकों, नियोक्ताओं, सलाहकारों और संस्थागत ग्राहकों को सेवाएं प्रदान करती है। इसके कारोबार में निवेश प्रबंधन, म्यूचुअल फंड, सेवानिवृत्ति योजना, संपत्ति प्रबंधन, ब्रोकरेज और ट्रेडिंग प्लेटफ़ॉर्म तथा संस्थागत सेवाएं शामिल हैं। कंपनी उपभोक्ताओं के लिए वित्तीय उत्पादों को व्यवसाय-से-व्यवसाय सेवाओं के साथ जोड़ती है, जो कार्यस्थल लाभों, पेशेवर सलाहकारों और संस्थागत ग्राहकों की सहायता करती हैं। इससे वित्त, प्रौद्योगिकी, संचालन और ग्राहक सेवा के क्षेत्रों में योगदान देने के अवसर मिलते हैं।

कंपनी की नौकरियाँ

Team Leader, Central Relationship Managers

Lead Fidelity Investments’ Central Relationship Managers in Florida, supporting wealth management clients and partner teams. Coach associates, strengthen client engagement, and guide team performance.

1 दिन पहले

संयुक्त राज्य

फ़्लोरिडा रिमोट पूर्णकालिक वरिष्ठ आवश्यक भाषा: अंग्रेज़ी अकाउंट मैनेजर बिक्री

विवरण

Lead a team of Central Relationship Managers.
Connect with current and prospective wealth management clients by phone, email, and text.
Strengthen client relationships and arrange appointments with Wealth Management Team partners.
Build trust across the team and encourage associates to take initiative.
Support associates’ professional growth and career progression.
Act as the C-RM leadership contact for geographically aligned Wealth markets.
Work with Wealth Management Team functional leaders to set best practices and align client care standards.
Coach associates to provide a strong client experience.
Help clients connect with Wealth Management Teams.
Create individualized development plans with associates.
Assist with recruiting and onboarding new C-RMs.
Help create a collaborative, high-performing, and motivating team environment.

आवश्यकताएँ

At least five years of related experience, including knowledge of client service, operations, and business processes.
A bachelor’s degree is preferred.
Series 63, 7, 9, and 10 licenses must be obtained before hire.
Ability to deliver business results and solve complex problems.
Business acumen across functions and ability to balance multiple goals and priorities.
Data-informed leadership and ability to drive improvements.
Demonstrated ability to manage change.
Mentoring and leadership capabilities.
Coaching capability.
Knowledge of financial products, guidance, and solutions.
Experience with regulatory and compliance practices and rules.
Fidelity does not provide immigration sponsorship for this position.

लाभ

Stable base salary.
Recognition for associate accomplishments.
Excellent benefits.
Access to professional resources, technology, and tools.
Competitive total rewards package.
Affinity groups.
A diverse and inclusive workplace.

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