Job Description:

IDEAL CANDIDATE WILL LIVE IN GREATER ATLANTA, GA IN ORDER TO MANAGE ATLANTA PHONE TEAM.

The Expertise We’re Looking For

FINRA Series 7, 66, 9/10 required prior to hire3-5 Years Financial Services experience, workplace retirement plan experience preferredSales management experience strongly preferred (or demonstrated experience and success in peer-to-peer coaching)Bachelor’s degree or equivalent experienceAbility to travel 15% of the time is required

The Purpose of Your Role

The Director’s primary focus and accountability is to coach, develop and lead a team of licensed planners.  Individuals should be passionate about leading associates to deliver an outstanding participant experience that enables participants to achieve better outcomes while driving business results.

The Skills You Bring

Your experience leading teams in sales or customer serviceYour ability to motivate associates to grow and stretch themselvesYour ability to present and implement new ideas and execute flawlessly against organizational strategyYour coaching and development skills, presentation skillsYour experience with regulatory and compliance practices and rulesYour expertise with workplace plans and participant financial planning needsYour excellent verbal and written communication skills

The Value You Deliver

Creating a culture where planners feel empowered to exceed customer expectations and retention goals through extraordinary quality, service, and efficiency.Coaching planners to ensure they are proficient in FRM (Fidelity Relationship Model) and that they have extensive knowledge of Fidelity's workplace and retail retirement solutions.Partnering with Phone Leadership Peers, TEM Regional VP’s, Plan Sponsor Service Teams, and CAPS management to address trends and identify process improvement opportunities which enhance the customer experience and create efficiencies.Engaging with key business partners to maximize opportunity with plan sponsors and plan level events including face to face meetings as well as conference calls with plan sponsors.Developing and owning national initiatives to further improve the participant experience, enhance the associate experience and improve KPI’s including profitability.Maintaining and executing a strategic view of the role TEM Planning & Advice plays within PWI and with other business partners.

How Your Work Impacts the Organization

Fidelity Investments, Personal & Workplace Investing, Tax-Exempt Market, sells, and services retirement plans for the non-profit and government market. TEM is one of the nation's top providers of 403(b)/401(a) retirement savings plans to colleges and universities, healthcare institutions, foundations and charitable organizations, state agencies and local governments. In Personal and Workplace Investing (PWI), we empower people to be more productive at work and more prosperous in life.

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 top 10 Best Place to Work in 2024. 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.

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 or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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.