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Team Leader Planning & Advice - New York, New Jersey or Philadelphia - Remote Team, New York, New York

Created 05/04/2021
Reference 12819567
Category Customer Service
Job type Full Time
Country United States
State New York
City New York
Zip 10281
Address 200 Liberty Street, One World Financial Center
Salary Competitive
Job Description:

Is it time to explore new challenges in your career?

At Fidelity, when it comes to supporting our customers, it's all about building relationships. We connect with customers, listen, and act with empathy as we work to understand their long-term goals. As a Team Leader, you'll make an impact on financial futures each and every day and have the support and resources of one of the world's largest financial firms.

The location of this role is flexible, with proximity to one of our Regional Centers or Regional Center Satellite locations.

The Expertise We're Looking For
  • Proven Leadership Experience
  • Previous Management experience in financial services preferred
  • Series 7 and 66 or 63/65 are required, 9/10 licenses preferred or able to obtain upon hire

The Purpose of Your Role

You will have the unique opportunity of building and developing a group of series 7 licensed associates within our Satellite Regional Center. Working remotely, you will lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.

The Skills You Bring
  • Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
  • Your ability to identify, recruit, and hire external talent and build your team virtually
  • Your ability to lead, coach, and develop associates remotely
  • 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 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 outstanding client service interactions/ results
  • Protecting the Fidelity brand through active supervision of associate interactions and transactions
  • Building and influencing a collaborative, competitive, and inspiring culture for a remote team
  • 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 #Different Together

Fidelity's 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, women's 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 for their unique perspectives and experiences.

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
Employer Fidelity Investments

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