Team Leader, Client Services

Fidelity; Salt Lake City (UT); On-site; USD 70,000 - 90,000; Full time

Job summary

Fidelity seeks a Team Leader, Client Services in Salt Lake City to lead a licensed associates team within the Regional Center. You will coach, develop, and empower the team to deliver exceptional client experiences and build lasting relationships.

The role emphasizes leadership, collaboration, and regulatory awareness, with a focus on employee development and upholding Fidelity's standards in an onsite model.

Qualifications

• Proven Leadership Experience
• Previous Management or Leadership Experience in financial services is a plus
• Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days
• Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
• Your ability to balance leadership and supervisory responsibilities
• 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
• Your relationship expertise, leading with empathy and enhancing team cohesion
• Coaching and developing a team of associates to deliver outstanding experience to our clients
• Enabling your team to drive outstanding client service interactions/ results
• Helping associates realize their own personal definitions of success
• Ability to inspire associates to deliver their best
• Partnering with associates to build personalized plans that support their development towards career goals
• Protecting the Fidelity brand through active supervision of associate interactions and transactions
• Being coachable, collaborative, and curious are your 'go to' attributes

Responsibilities

• Lead, coach, and develop a team of licensed associates to drive exceptional customer experiences.
• Partner with peers locally and nationally to maintain a culture of collaboration, success and reward.
• Supervise interactions and transactions to protect the Fidelity brand and ensure regulatory compliance.
• Drive development plans and career growth for team members.
• Provide leadership within the Regional Center Client Services group and contribute to a positive workplace culture.

Skills

Proven Leadership

Financial services leadership

Licenses (Series 7/63/9/10) preferred

Mentoring and leadership

Collaboration

Regulatory/compliance awareness

Empathy and relationship building

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Team Leader, Client Services

The Role

Is it time to explore new challenges in your career?

With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count. The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.

The Expertise and Skills You Bring

• Proven Leadership Experience
• Previous Management or Leadership Experience in financial services is a plus
• Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days
• Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
• Your ability to balance leadership and supervisory responsibilities
• 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
• Your relationship expertise, leading with empathy and enhancing team cohesion
• Coaching and developing a team of associates to deliver outstanding experience to our clients
• Enabling your team to drive outstanding client service interactions/ results
• Helping associates realize their own personal definitions of success
• Ability to inspire associates to deliver their best
• Partnering with associates to build personalized plans that support their development towards career goals
• Protecting the Fidelity brand through active supervision of associate interactions and transactions
• Being coachable, collaborative, and curious are your 'go to' attributes

The Team

We believe in being #Different Together

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 for their unique perspectives and experiences.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

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.