Fidelity Investments
Fidelity Investments
Fidelity Investments — жеке инвесторларға, жұмыс берушілерге, кеңесшілерге және институционалдық клиенттерге қызмет көрсететін, қызмет бағыттары әртараптандырылған қаржылық қызметтер компаниясы. Оның қызметіне инвестицияларды басқару, инвестициялық қорлар, зейнетақыны жоспарлау, активтерді басқару, брокерлік және сауда платформалары, сондай-ақ институционалдық қызметтер кіреді. Компания тұтынушыларға арналған қаржылық өнімдерді жұмыс орнындағы жеңілдіктерді, кәсіби кеңесшілерді және институционалдық клиенттерді қолдайтын бизнеске арналған ұсыныстармен ұштастырып, қаржы, технология, операциялар және клиенттерге қызмет көрсету салаларына үлес қосуға мүмкіндік береді.

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.

Сипаттама

  • 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.

Талаптар

  • 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.

Артықшылықтар

  • 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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