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Team Leader Portfolio Advisory Services

Company: Fidelity Investments
Location: Covington
Posted on: July 29, 2022

Job Description:

Job Description:The RoleThis role is responsible for enabling associates to drive Advisory Services managed solutions and relationships across the Fidelity client base. This leader will have associates with a book of approximately 950 households. Their purpose is to lead these associates to help customers understand the benefits of our Fidelity Wealth Services offering, Partner to find the best client solutions with the FCs we support, increase client satisfaction, and reduce overall risk to the firm through compliance oversight. This leader will need to help their associates adopt new ways of interacting with clients outside of the annual review.The Expertise and Skills You Bring Series 7 required and Series 65 or 66 as well as, Series 9/10 licenses are strongly preferred or must obtain once hired.BA/BS or equivalent experience.Demonstrated ability to drive results with diverse groups of associates of varying tenure. FACT and Situational leadership skills a plus.Create a meaningful and productive relationships with your associatesUnderstanding of financial planning and specific understanding of discretionary money management is a benefit.Ability to think strategically and execute tactical plans is a key requirement of the role.Effective coaching processes to drive accountability, results, and associate skill development.Adept at using Salesforce and PASViewDrive retention of assets and uncover additional assets and planning opportunities to enhance client loyalty.Control risk through compliance oversight, development of policies and procedures and personally handle client escalations, as needed. Also will work with business partners to ensure resolution.Develop improved working relationships with retail distribution network in their region, including Phone and Branch Leadership and business partners in their aligned regions.Special Projects as needed to support overall efforts of the Advisory Services function and the Covington Regional Center as assigned by the Functional Leader or General Manager of the site.Assist in development of department strategic and tactical decision making.The TeamRole is responsible for a team of Advisory Services Portfolio Specialists in the Covington Regional Center. This manager will be responsible for a large team of associates who have a relationship book of Advisory Services customers with over 250k in Advisory Services assets.Responsible for the staffing and the development of the team. Develop their client interaction skills to include a strong CSS process with client connection to build life time relationships. Also assist them with book management, customer contact strategy, planning acumen and language ideas.Company OverviewAt 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 Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.COVID work policySafety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.Dynamic working - post pandemicOur aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.Your success and growth is important to us, so you'll want to enjoy the benefits of coming together in person - face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.Learn More: Dynamic WorkingCertifications:Company OverviewFidelity 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 UsAt 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 2022. 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.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, 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 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 Leave of Absence/Accommodation Team by sending an email toaccommodations, or by calling 800-835-5099, prompt 2, option 3.PDN-92f00ed3-22f2-4b1c-bcb3-75cabaf1daa8

Keywords: Fidelity Investments, Covington , Team Leader Portfolio Advisory Services, Hospitality & Tourism , Covington, Kentucky

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