Team Leader, Central Relationship Managers - Merrimack, NH
Team Leader, Central Relationship Managers - Merrimack, NH
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description:
The Expertise Were Looking For
- Your proven ability to drive business results and solve complex problems
- Your cross-functional business acumen and ability to integrate multiple goals and priorities
- Your curiosity as a data driven leader who brings a sense of urgency and optimism to driving improvement.
- Your demonstrated strength in managing change including communications that foster desired culture and outcomes.
- Minimum of 5 years related experience with understanding of client service operations and business processes.
- Bachelors degree preferred
- Series 63 7 9 10 licenses required prior to hire
The Skills You Bring
Your outstanding mentoring and leadership skills and ability to empower associates to grow and develop
Your ability to effectively coach others helping build critical skills that allows them to achieve their full potential
- Your ability to help build a C-RM talent pipeline and support the hiring and
onboarding of new C-RMs
Your relationship expertise leading with empathy and enhancing team cohesion
Your knowledge of financial products guidance and solutions
Your ability to partner with peers locally and nationally to maintain a culture of collaboration success and reward
Your experience with regulatory and compliance practices and rules
Our Investments in You
We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true See for yourself and learn more about our benefits offerings:
- We invest in you through the support of a well-rounded team of professionals unlimited access to some of the best resources technology and tools in the industry as well as a top compensation package including a stable base salary recognition of associate achievements and excellent benefits. We offer a competitive total rewards package including a stable base salary to recognize associate achievements
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
The Value You Deliver
Coaching and developing a team of associates to deliver an outstanding experience to our clients
Enabling your team to drive client engagement with Wealth Management Teams (WMT)
Contributing and influencing a collaborative competitive and inspiring team culture
Partnering with associates to build personalized plans that support their development towards career goals
Ability to inspire associates to deliver their best
We believe in being #DifferentTogether
Fidelitys nine affinity groups are self-organized groups of employees with common interests in areas such as race ethnicity gender or sexual orientation or who share similar interests based on similar sets of experiences such as military service womens leadership or environmental sustainability who come together to create a positive inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates and clients for their unique perspectives and experiences.
Certifications:
Series 07 - FINRA Series 09 - FINRA Series 10 - FINRA Series 63 - FINRACategory:
Customer ServiceFidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days M-F) in a Fidelity office.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Required Experience:
Manager
Employment Type
Full-Time
