Team Leader, Central Relationship Managers – Wealth Engagement

Fidelity Investments Inc.; Westlake (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

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

The role prioritizes coaching and development of associates, fostering trust, and collaborating with geographically aligned markets to drive standards of care, client engagement, and pipeline growth.

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 a team of Central Relationship Managers to engage with wealth management clients.
• Foster a culture of trust and support the development of associates.
• Partner with Wealth Management Teams to drive client engagement and set appointments.
• Collaborate with WMT function leaders to standardize care and best practices.
• Ensure regulatory and compliance practices are followed.

Skills

Leadership

Mentoring

Coaching

Data-driven

Cross-functional

Regulatory knowledge

Education

Bachelor's degree

Job description

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

The role prioritizes coaching and development of associates, fostering trust, and collaborating with geographically aligned markets to drive standards of care, client engagement, and pipeline growth.