Lead, Central Relationship Managers

Fidelity; Los Angeles (CA); On-site; CAD 91,000 - 173,000; Full time

Benefits offered by this job

Excellent benefits

Top compensation package

Job summary

Fidelity is seeking a Team Leader, Central Relationship Managers (C-RMs) to guide a team that engages with current and potential wealth management clients across phone, email, and text to deepen relationships and set appointments for Wealth Management Team partners.

You will foster trust, empower development, and act as the liaison within geographically aligned Wealth markets while driving standardization of care across teams.

Qualifications

• Minimum of 5 years related experience with understanding of client service, operations, and business processes.
• Bachelor's degree preferred.
• Series 63, 7, 9, 10 licenses required prior to hire.

Responsibilities

• Lead and mentor a team of Central Relationship Managers to deliver high-quality client service.
• Drive client engagement and align with Wealth Management Teams (WMT) to set appointments.
• Develop and implement best practices to ensure consistency of care across markets.
• Partner with peers locally and nationally to foster collaboration and a culture of performance.

Skills

Leadership

Client engagement

Cross-functional collaboration

Data-driven decision making

Change management

Regulatory compliance

Communication

Mentoring

Education

Bachelor's degree preferred

Job description

Fidelity is seeking a Team Leader, Central Relationship Managers (C-RMs) to guide a team that engages with current and potential wealth management clients across phone, email, and text to deepen relationships and set appointments for Wealth Management Team partners.

You will foster trust, empower development, and act as the liaison within geographically aligned Wealth markets while driving standardization of care across teams.