Team Leader, Client Services at Fidelity Investments

Salt Lake City, Utah, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Proven leadership experience
Previous management or leadership experience in financial services (preferred)
Series 7, 63, 9/10 licenses required or ability to obtain within 120 days
Outstanding mentoring and leadership skills with ability to empower associates to grow and develop
Ability to balance leadership and supervisory responsibilities
Ability to partner with peers locally and nationally to maintain a culture of collaboration, success, and reward
Experience with regulatory and compliance practices and rules
Relationship expertise, leading with empathy and enhancing team cohesion
Coachable, collaborative, and curious attributes

Responsibilities

Lead, coach, and develop a team of licensed associates to drive exceptional customer experiences and build lifetime relationships with customers
Coach and develop associates to deliver outstanding client experiences
Enable team to drive outstanding client service interactions and results
Help associates realize their personal definitions of success
Inspire associates to deliver their best
Partner with associates to build personalized development plans supporting career goals
Protect the Fidelity brand through active supervision of associate interactions and transactions

Skills

Leadership

Team Management

Mentoring

Regulatory Compliance

Series 7

Series 63

Series 9/10

Customer Service

Financial Services

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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