Team Leader Portfolio Advisory Services
Company: Fidelity Investments
Location: Covington
Posted on: July 29, 2022
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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 FidelityCareers.com. 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 accommodationsfmr.com 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
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 Leave of
Absence/Accommodation Team by sending an email toaccommodations
fmr.com, 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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