Client Services Team Leader - Covington, KY

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.

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.

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

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.

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.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote.

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.