Team Lead, Central Relationship Managers

Fidelity Investments Inc.; Westlake (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

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.

Qualifications

• Licenses: Series 63, 7, 9, 10 required prior to hire.
• Bachelor's degree preferred is a plus.

Responsibilities

• Lead a team of Central Relationship Managers (C-RMs) to engage with wealth management clients via phone, email, and text.
• Deepen client relationships and set appointments for Wealth Management Team (WMT) partners.
• Foster a culture of trust and support associates' development for career advancement.
• Collaborate with WMT leaders to drive best practices and consistency in client care.

Skills

Leadership

Mentoring

Coaching

Relationship management

Regulatory compliance

Data-driven

Change management

Education

Bachelor's degree preferred

Tools

FINRA licenses

Job description

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.