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VP, Client Services Leader

Company: Fidelity Investments
Location: Smithfield
Posted on: January 25, 2023

Job Description:

Job Description:Job DescriptionIs it time to explore new challenges in your career? We re looking for a highly engaged, enthusiastic leader to join our Personal Investing (PI) Senior Leadership Team. You will lead managers and associates in delivering world-class service to our customers and excellent results for our business. The Expertise You Have

  • Bachelor s degree
  • 5+ years of previous mid-level management experience
  • 7+ years of previous experience in financial services
  • FINRA Series 7, 9, 10, & 63 or 66 licenses required The Purpose of Your RoleYou will lead a function of over 200 associates and leaders, creating systems of work, ceremonies to ---inspire our people like never before, in a way that feels better than ever before . You will create a Customer and Associate obsessed culture, facilitate strong communication and partnership between the groups and ensure that business objectives are achieved. You will ensure our clients have access to Fidelity when they call, have an extraordinary and efficient experience, while supporting new systems to enhance our business and experience. The Skills You Bring
    • Your demonstrated leadership skills to a team of > 200 associates and managers
    • You build a motivational and inclusive environment to ensure employees feel empowered to deliver an exceptional customer experience, and achieve goals
    • Your solid understanding of FINRA rules and regulations
    • Hiring, training and developing our talent, while managing performance
    • Your excellent communication, organizational, goal-setting, facilitation and mentoring skills
    • Your proven skills in the area of decision making, influencing and motivating The Value You Deliver
      • Building a culture that encourages managers to mentor and develop their associates and engages them to deliver the best customer experience possible.
      • Partnering with peers across multiple sites to assist in the execution of the business s priorities.
      • Ensuring appropriate client guidance and support is provided according to Fidelity policy and procedures.
      • Supporting PI Operations and Functional leads to achieve our business objectives
      • Responsible for Risk Based Supervision requirements.
      • Execute better every day through powering our people.
      • Creating a mindset and orientation to be digital in all we do.
      • Immediately adopt and implement programs that enhance our client and associate experience How Your Work Impacts the OrganizationThe Client Services function within PI phones is the largest function that is often the entry point for our associates and our customers. It is the ---moment of truth--- for the experience we build for our clients and associates. The CS Leader is responsible for our culture, the client experience, ensuring we achieve business results while executing as part as a ---One Regional Center--- team. Our Investments in YouWe 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 - YouTube We believe in being TogetherFidelity 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. 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 Working Please see below for the salary range for work locations in Colorado only:N/A

          Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:N/A

          Please see below for the salary range for work locations in California only:N/A

          Please see below for the salary range for work locations in Washington only:N/A


          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.At Fidelity, 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 .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 Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

Keywords: Fidelity Investments, Providence , VP, Client Services Leader, Executive , Smithfield, Rhode Island

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