Team Leader, Central Relationship Managers -Westlake, TX

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 will not provide immigration sponsorship for this position.

Job Description:

The Purpose of Your Role

As a Team Leader, Central Relationship Managers (C-RMs), you will lead a team of C-RMs who’s role is to engage with current and potential wealth management clients via a diverse set of communications channels (phone, email, text) to deepen relationships and set appointments on behalf of Wealth Management Team (WMT) partners. As a Team Leader, you will be responsible for fostering a culture of trust with C-RM Associates to empower their success within the C-RM role and support their development for future career advancement opportunities. In addition, you will serve as the C-RM leader liaison within geographically aligned Wealth markets. In this capacity, you will work with other WMT function leaders to foster best practices and drive consistency in our standards of care for clients and Associates.

The Expertise We’re Looking For

• Your proven ability to drive business results and solve complex problems

• Your cross-functional business acumen and ability to integrate multiple goals and priorities

• Your curiosity as a data driven leader who brings a sense of urgency and optimism to driving improvement.

• Your demonstrated strength in managing change, including communications that foster desired culture and outcomes.

• 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

The Skills You Bring

• Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
• Your ability to effectively coach others, helping build critical skills that allows them to achieve their full potential
• Your ability to help build a C-RM talent pipeline and support the hiring and onboarding of new C-RMs
• Your relationship expertise, leading with empathy and enhancing team cohesion
• Your knowledge of financial products, guidance, and solutions
• Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward
• Your experience with regulatory and compliance practices and rules

Our Investments in You

We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

• We invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, as well as a top compensation package, including a stable base salary, recognition of associate achievements and excellent benefits. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements

The Value You Deliver

• Coaching and developing a team of associates to deliver an outstanding experience to our clients
• Enabling your team to drive client engagement with Wealth Management Teams (WMT)
• Contributing and influencing a collaborative, competitive, and inspiring team culture
• Partnering with associates to build personalized plans that support their development towards career goals
• Ability to inspire associates to deliver their best

We believe in being #DifferentTogether

Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates and clients for their unique perspectives and experiences.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.