Job Description:

Job Description:

You will be part of Personal Investing’s Investor Center organization, which provides holistic Financial Planning and Advice to our clients.  The service we provide to Personal Investing clients includes transaction processing, operations controls, and higher touch service associated with life events and problem resolution.  We are committed to re-imagining service and delivering a transformative level experiences to our clients; we work directly with all Advisory Teams and multiple enterprise business partners.

While only one salary grade is listed below, this position is available at multiple levels including a salary grade 5 and 6 which will be determined based on experience and skill level.

 The Expertise You Have & Skills You Bring

• Your proven ability to drive business results and solve complex problems involving multiple functions.

• Your Cross-functional business acumen and ability to integrate multiple goals and priorities into solutions delivered. 

• A servant leader able to unleash the talent in your team

• Your curiosity as a data driven leader who brings a sense of urgency and optimism to driving improvement.

• Your demonstrated strength in managing change, including communications that foster desired culture and outcomes.

• Minimum of 10 years related experience with understanding of client service, operations, and business processes.

• Bachelor’s degree required, MBA preferred

• Series 7, 63, 9, 10 licenses required prior to hire

Note: Fidelity is not providing immigration sponsorship for this position.

The Value You Deliver

Execution Excellence.  You are driven to achieve results and deliver value through your leadership and associates in multiple sites and satellite locations, engaged in proactive and reactive resolution of escalated client service needs.  Your detailed understanding of your team’s activities and performance drives service excellence, associate engagement and operational efficiency.  You bring data driven leadership to core responsibilities including volume and staff management, achieving service level targets, people development, delivering operational effectiveness and efficiency, and compliance with internal policies and external regulations.    

Develop Your Organization.  You thrive in developing and leading talent, and you build a cohesive team with a strong brand that delivers results.  Your visible hands-on leadership builds a culture of accountability and results achieved through empowerment and engagement of your team.  You build routines to inspect results, coach and develop associates, and foster a personal connection with the best outcomes for our clients and business.

Reimagine Service. 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.  You have an orientation to go beyond routine reviews, to press for information, probe to clarify and resolve issues, and develop best solutions based on understanding driven by data.  Your critical thinking and ability to understand complex problems enables you to resolve business challenges with new solutions and ways of working.

Enterprise Leadership. You advance overall Fidelity interests and priorities through your involvement in PI Distribution and enterprise Operations initiatives.  You build strong relationships with other functional leaders and build trust in your team’s performance and commitment to the needs of Fidelity and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.