Job Description:

Team Leader, Transition Services

**Can be hired as a Grade 5 or 6 depending on skills & experience**

The Purpose of Your Role:

Transition Services (TS), the largest division of Wealth Distribution Service & Operations, is seeking an experienced, motivated, and customer-focused leader to inspire a team of licensed associates charged with delivering outstanding service and industry expertise to our clients and business partners.

As a team leader, you will support our mission "We help people when they are most vulnerable" by leading a team of case workers who own re-registrations triggered by life events, such as death, divorce, and estate planning. You will provide strategic direction and execution as you lead, coach, and develop your team to drive results, while improving the confidence and loyalty of our clients and better position them for lifetime financial success.

The Expertise We’re Looking For:

Proven Leadership Experience Previous Management or Leadership Experience in financial services is a plus Series 7, 63/65 required, along with 9/10 licensing Outstanding mentoring and coaching skills Experience with regulatory and compliance practices and rules Ability to balance leadership and supervisory responsibilities Your expertise to drive business results, while partnering with local and national peers to maintain a culture of collaboration and success, within your team, department, and broader organization. Outstanding mentoring skills, and ability to empower associates to grow and develop in a culture of Customer Obsession. Your ability to lead, coach, and develop associates remotely in a phone environment

The Value You Deliver:

You are obsessed with transforming the experience of our customers and associates as well as achieving operational scale and efficiency. You challenge the status quo with the courage to drive towards bold solutions. You foster innovation in the team, adjust quickly to new information, and effectively lead change in the organization. Your critical thinking and ability to understand complex problems enables you to resolve business challenges with new solutions and ways of working.

The Support You Receive:

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.

Our Investments in You:

We believe it is important to approach life holistically. Our benefit programs are crafted to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments Click here for a local news story about how we are helping our employee’s payback their student loan debt

We believe in being different together:

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

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.

The base salary range for this position is $68,000 – $116,500 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.

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 07 – FINRA, Series 09 – FINRA, Series 10 – FINRA, Series 66 – FINRA