Description

Job Description:

As the Client Services leader in our SLC Regional Center you will lead and grow a team of 300+ (and growing) financial professionals who provide our clients with clarity, confidence and results through exceptional customer experiences. You will partner with peers across multiple sites and with the National Leadership Team to establish strategic direction and execute business priorities for Fidelity. In addition, you will effectively build a culture that encourages leaders to coach, develop, and retain their employees and that engages employees to deliver the best customer experience possible.

The Expertise We're Looking For
• Bachelors or Master's degree preferred
• 7+ years of management experience
• 10+ years of financial services experience
• FINRA Series 7, 9, 10, & 63 licenses required

The Purpose of Your Role
You will create a Customer and Associate obsessed culture, facilitate strong communication and partnership between the groups and ensure that business objectives are achieved. You will ensure our clients have access to Fidelity when they call, have an extraordinary and efficient experience, while supporting new systems to enhance our business and client experience.

The Skills You Bring

• Hiring, training, developing, and retaining our talent, while managing performance
• Your excellent communication, organizational, goal-setting, facilitation and coaching skills
• Your demonstrated skills in the area of decision making, influencing and motivating
• Ability to lead in a fast paced and evolving environment
• Strong ability and demonstrated experience in leading and inspiring large diverse associate population
• Robust leadership skills in translating client and associate needs into outstanding experiences
• Exceptional communication and change leadership skills
• Exceptional skills in people leadership - talent management, performance management, EQ
• Strong collaboration, partnership, influence, and interpersonal skills. The Regional Center is highly interdependent. Candidates who prefer independence will not thrive on this leadership team
• Teamwork -an orientation that the success of the team is more important than individual success
• Ability to roll your sleeves up and work with and for your people - Servant Leadership
• Licensing requirements: series 7, 9/10 and 63

The Value You Deliver
Our business is all about delivering value to customers. Our team has a noble purpose - to inspire better futures for our clients and associates so that they can live the life the dream of having! The research is very clear here. Strong leaders create a higher level of associate engagement. Strong associate engagement drives a stronger customer experience. And a strong customer experience translates into increased business results. Your work is central to developing and sustaining a vital culture to ultimately drive success for customers, associates, and Fidelity.

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

Category:

Customer Service
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

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