Team Leader, Central Relationship Managers – Wealth Growth

Soteria Reinsurance Ltd.; Salt Lake City (UT); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Top compensation package

Stable base salary and recognition of/

Excellent benefits

Job summary

Fidelity Investments is seeking a Team Leader for Central Relationship Managers to guide a team of associates who engage with wealth management clients. You will drive client engagement, coach teammates, and maintain regulatory excellence while partnering with regional WMT leaders.

The role emphasizes mentorship, cross-functional collaboration, and a data-driven approach to improve service levels and outcomes across markets.

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

• Coach and develop a team of associates to deliver an outstanding client experience.
• Enable your team to drive client engagement with Wealth Management Teams (WMT).
• Partner with peers to build a collaborative, high-performing culture.
• Inspire associates to deliver their best.

Skills

Leadership

Mentoring

Coaching

Communication

Data-driven

Change management

Cross-functional collaboration

Education

Bachelor’s degree preferred

FINRA licenses (Series 63, 7, 9, 10) required

Job description

Fidelity Investments is seeking a Team Leader for Central Relationship Managers to guide a team of associates who engage with wealth management clients. You will drive client engagement, coach teammates, and maintain regulatory excellence while partnering with regional WMT leaders.

The role emphasizes mentorship, cross-functional collaboration, and a data-driven approach to improve service levels and outcomes across markets.