Team Leader, Client Services

Job Description

Team Leader, Client Services

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

Is it time to explore new challenges in your career?

With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count.

• Proven Leadership Experience
• Previous Management or Leadership Experience in financial services is a plus
• Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days

The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.

• Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
• Your ability to balance leadership and supervisory responsibilities
• 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
• Your relationship expertise, leading with empathy and enhancing team cohesion

We want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.

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.

• 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

• Coaching and developing a team of associates to deliver an outstanding experience to our clients
• Enabling your team to drive outstanding client service interactions/ results
• Helping associates realize their own personal definitions of success
• Ability to inspire associates to deliver their best
• Partnering with associates to build personalized plans that support their development towards career goals
• Protecting the Fidelity brand through active supervision of associate interactions and transactions
• Being coachable, collaborative, and curious are your "go to" attributes

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA

Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

Fidelity’s hybrid working model blends the best of onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Blend of both onsite and offsite work (~50%).