Team Leader, Central Relationship Managers (C-RMs) – Wealth Client Engagement

Job Description

Team Leader, Central Relationship Managers -Salt Lake City, UT | Fidelity Investments

The Tone:
This is a full-time role at Fidelity Investments, located in Salt Lake City, UT. Fidelity is a financial services company committed to helping individuals manage their wealth and investments. This role is crucial for leading a team that engages directly with current and potential wealth management clients, fostering deep relationships, and supporting the growth and development of team associates within the wealth management sector.

The TL;DR
• Role: Full Time
• Location: In-person, Salt Lake City, Utah, USA

• Team: Leads a team of Central Relationship Managers (C-RMs).
• Mission: Lead and develop a team of Central Relationship Managers to engage wealth management clients, deepen relationships, set appointments, and foster associate success and career advancement.

What You’ll Actually Do
• Team Leadership: Lead a team of Central Relationship Managers (C-RMs) who engage current and potential wealth management clients through diverse communication channels.
• Client Engagement: Enable your team to deepen client relationships and set appointments on behalf of Wealth Management Team (WMT) partners.
• Associate Development: Foster a culture of trust to empower C-RM Associates’ success and support their development for future career advancement opportunities.
• Market Liaison: Serve as the C-RM leader liaison within geographically aligned Wealth markets, collaborating with other WMT function leaders.
• Strategic Contribution: Work with WMT function leaders to foster best practices, drive consistency in client care standards, and build a C-RM talent pipeline.

The Must-Haves
• Background: Manager-level role requiring a minimum of 5 years related experience with an understanding of client service, operations, and business processes. This role requires Series 63, 7, 9, and 10 licenses prior to hire.
• Experience: Demonstrated ability to drive business results and solve complex problems. Possess cross-functional business acumen with the ability to integrate multiple goals and priorities. Proven strength in managing change, including communications that foster desired culture and outcomes.
• Skills: Outstanding mentoring and leadership skills with the ability to empower associates to grow and develop. Effective coaching abilities to build critical skills. Strong relationship expertise, leading with empathy and enhancing team cohesion. Knowledge of financial products, guidance, and solutions. Experience with regulatory and compliance practices and rules.
• Bonus: Bachelor’s degree preferred.