Job Description:
The Team
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.
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 63, 7, 9, 10 licenses required prior to hire
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The Value You Deliver
Execution Excellence. You are driven to achieve results and deliver value through your leadership o 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.
Company Overview
At Fidelity, we are focused on 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.
Certifications:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA
Category:
Customer Service
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.