Team Leader, Central Relationship Managers – Grow Talent

Fidelity Investments Inc.; Roanoke (TX); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Competitive benefits

Top compensation package

Job summary

Fidelity Investments Inc. is seeking a Team Leader, Central Relationship Managers, to guide a group of CRMs who engage with wealth management clients across channels and set appointments for WMT partners.

You will foster a culture of trust, coach associates, and drive best practices across markets. The role requires leadership, industry knowledge, and FINRA licensing prerequisites before hire.

Qualifications

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

Responsibilities

• Lead a team of Central Relationship Managers to deepen client relationships.
• Foster a culture of trust and coach associates for growth.
• Collaborate with Wealth Management Teams and other leaders to align standards.

Skills

Leadership

Mentoring

Coaching

Relationship building

Regulatory/compliance knowledge

Financial products knowledge

Education

Bachelor's degree preferred

Job description

Fidelity Investments Inc. is seeking a Team Leader, Central Relationship Managers, to guide a group of CRMs who engage with wealth management clients across channels and set appointments for WMT partners.

You will foster a culture of trust, coach associates, and drive best practices across markets. The role requires leadership, industry knowledge, and FINRA licensing prerequisites before hire.