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Team Leader, Workplace Planning and Advice - Remote Regional Centers job in Washington at Fidelity Investments

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Team Leader, Workplace Planning and Advice - Remote Regional Centers at Fidelity Investments

Team Leader, Workplace Planning and Advice - Remote Regional Centers

Fidelity Investments Washington, DC (Remote) Full-Time
Job Description:

This position is remote; however, the selected candidate must be located within 90 miles of one of our branch offices in the following cities:

Atlanta, GA

Austin, TX

Baltimore, MD

Charlotte, NC

Chicago, IL

Cleveland, OH

Columbus, OH

Detroit, MI

Hartford, CT

Houston, TX

Indianapolis, IN

Kansas City, MO

Las Vegas, NV

Los Angeles, CA

Miami, FL

Milwaukee, WI

Minneapolis, MN

Nashville, TN

New York City, NY

Orlando, FL

Philadelphia, PA

Phoenix, AZ

Pittsburgh, PA

Portland, OR

Princeton, NJ

Richmond, VA

Sacramento, CA

San Antonio, TX

San Diego, CA

San Francisco, CA

San Jose, CA

St. Louis, MO

Tampa, FL

Washington, DC

The Purpose of Your Role

As a Workplace Planning and Advice Leader, you'll work to develop a team of associates to listen, and act with empathy and understand the clients' long-term goals. You will have the unique opportunity of building and developing a group of series 7 licensed associates within our Satellite Regional Center. Working remotely, you will lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers while providing expert investment guidance. With a focus on employee development and collaboration, as a Team Leader, you'll have the resources at your disposal to succeed on each count.

The Expertise We're Looking For

* Proven leadership experience
* Previous management experience in financial services
* Series 7, 66 or 63/65, and 9/10 are 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 identify, recruit, and hire external talent and build your team virtually
* Your ability to lead, coach, and develop associates remotely
* 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 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 outstanding client service interactions/ results
* Protecting the Fidelity brand through active supervision of associate interactions and transactions
* Building and influencing a collaborative, competitive, and inspiring culture for a remote team
* Partnering with associates to build personalized plans that support their development towards career goals
* Ability to inspire associates to deliver their best
* Reviewing salesforce dashboards to stay up to date on associate execution of tasks

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.

Please see below for the salary range for work locations in Colorado only:

N/A

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

$90,000 - $120,000 per year

This position is eligible for incentive compensation or an annual bonus opportunity.

Please see below for the salary range for work locations in California only:

$105,000 - $120,000 per year

This position is eligible for incentive compensation or an annual bonus opportunity.

Please see below for the salary range for work locations in Washington only:

$105,000 - $120,000 per year

This position is eligible for incentive compensation or an annual bonus opportunity.

Certifications:

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling
800-835-5099
, prompt 2, option 3.

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