Posted:
3/5/2026, 1:22:15 AM
Location(s):
Kentucky, United States ⋅ Covington, Kentucky, United States
Experience Level(s):
Mid Level ⋅ Senior
Field(s):
Customer Success & Support ⋅ Sales & Account Management
Workplace Type:
Hybrid
Team Leader, Client Services
'Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.' Abby Johnson | Chairman & CEO Fidelity Investments
Is it time to explore new challenges in your career? With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you will have the resources at your disposal to succeed on each count.
The Expertise We’re Looking For
Proven Leadership Experience
Previous Management or Leadership Experience in financial services is a plus.
Series 7, 63, 9/10 licenses required.
The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.
The Skills You Bring
Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop.
Your ability to balance leadership and supervisory responsibilities.
Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward.
Your experience with regulatory and compliance practices and rules
Your relationship expertise, leading with empathy and enhancing team cohesion.
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 designed to assist you and your loved ones strike the perfect balance. Sound too good to be true. See for yourself and learn more about our benefits offerings:
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
The Value You Deliver
Coaching and developing a team of associates to deliver outstanding experience to our clients.
Enabling your team to drive outstanding client service interactions/ results
Helping associates realize their own personal definitions of success.
Ability to inspire associates to deliver their best.
Partnering with associates to build personalized plans that support their development towards career goals.
Protecting the Fidelity brand through active supervision of associate interactions and transactions
Being coachable, collaborative, and curious are your 'go to' attributes.
We believe in being #Different Together
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.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
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.
Company Overview
At 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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
Website: https://www.fidelity.com/
Headquarter Location: Boston, Massachusetts, United States
Employee Count: 10001+
Year Founded: 1946
IPO Status: Private
Last Funding Type: Secondary Market
Industries: Asset Management ⋅ Finance ⋅ Financial Services ⋅ Retirement ⋅ Wealth Management