Team Leader, Central Relationship Managers - Merrimack, NH

Job Description:

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
• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments

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.

Certifications:

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

Category:

Customer Service

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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