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Client Services Team Leader - Covington, KY

Fidelity Investments
United Statesfull_timeVerifiedPosted 5 Mar 2026

About the role

Job Description:

Team Leader, Client Services

'Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.' Abby Johnson | Chairman & CEO Fidelity Investments 

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 will have the resources at your disposal to succeed on each count.  

 

The Expertise We’re Looking For 

  • Proven Leadership Experience 

  • Previous Management or Leadership Experience in financial services is a plus. 

  • Series 7, 63, 9/10 licenses required. 

 

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 Skills You Bring 

  • 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. 

 

The Support You Receive 

We want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career. 

 

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 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 outstanding

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Company

Fidelity Investments

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