Team Lead, Relationship Managers
Listed on 2026-10-21
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Finance & Banking
Wealth Management, Banking & Finance -
Management
Wealth Management, Banking & Finance
Location: Westlake
Fidelity Investments Inc. in Westlake, TX seeks a Team Leader, Central Relationship Managers, to guide a team engaging with wealth management clients via calls, email and text, deepen relationships, and book appointments for Wealth Management Team partners.
You will coach and develop associates, promote a culture of trust, ensure regulatory compliance, and align a cross-functional network of WMT leaders to standard of care.
We are seeking a motivated Team Lead, Central Relationship Managers to join Fidelity Investments Inc. in Westlake, TX, United States.
The following position is for a Team Lead, Central Relationship Managers with Fidelity Investments Inc.
Our organisation is growing, and we are hiring a Team Lead, Central Relationship Managers in Westlake, TX, United States.
This position is for the Team Lead, Central Relationship Managers role at Fidelity Investments Inc.
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