The Role
You are an influencer who consistently makes a positive impact. You are passionate about coaching, building, and supporting a team of 10-12 associates to work collectively as a team and achieve shared goals. You’re a motivator, focused, fast-paced and inspired by change. You can coach to key behaviors that help drive business results. You empower others to accept feedback and develop an environment focused on growth and development. You encourage others to create the best customer experience possible.
The Expertise You Bring
• 1+ year of team lead or like experience
• Alternative Investments experience is a major plus
• College degree or applicable work experience
• Series 99 license (or within 90 days of hire)
• Your problem-solving ability encourage creative solutions
• Your effective communication skills
• You know how to adapt and be flexible when the business changes
• Your proven ability to establish links across the organization
• Your ability to grow and deepen industry relationships
• Your passion for leading a team and developing individuals
• Crafting lifetime internal and external relationships and playing a meaningful role in the customer experience
• You will help find opportunities to drive the business towards a first-class digital experience
• Supporting associates daily and coaching on interactions
• Fostering an environment of passion, growth and development
• Leading others through change
• Implementing standards for optimized performance delivery, aligned with industry best practices
The Team
Alternative Investments is a complicated and nuanced product space with manual, industry wide processes in place to support transactional activity. As the industry is evolving and team is growing, development of the associates and innovation of the department is key. The role will include strengthening a service team focused on inbound customer calls and other written communication mediums. You are also responsible for the timely and accurate payment of distribution proceeds to customer accounts.
The base salary range for this position is $52,000-$83,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
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.
Certifications:
Series 99 – FINRA