Team Leader, Distribution Service and Operations

Job Description:

Team Leader, Distribution Service and Operations

“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

The Purpose of Your Role:

Distribution Service and Operations (DSO) 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 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 and Skills you Bring:

• 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.

Covid Work Policy:

Safety 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 pandemic

Our 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 Working

#PIRCLeader

Certifications:

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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 Us

At 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

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 to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.