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Team Leader, Client Services

Fidelity Investments

Team Leader, Client Services

full-timePosted: Aug 3, 2026Updated: Sep 2, 2026UT, Salt Lake City

Job Description

Job Description:Job Description:Team Leader, Client ServicesNote: Fidelity will not provide immigration sponsorship for this position.The RoleThe 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 Expertise and Skills You Bring Proven Leadership ExperiencePrevious Management or Leadership Experience in financial services is a plusSeries 7, 63, 9/10 licenses preferred or able to obtain within 120 daysYour outstanding mentoring and leadership skills, and ability to empower associates to grow and developYour ability to balance leadership and supervisory responsibilitiesYour ability to partner with peers locally and nationally to maintain a culture of collaboration, success and rewardYour experience with regulatory and compliance practices and rulesYour relationship expertise, leading with empathy and enhancing team cohesionThe Value You DeliverCoaching and developing a team of associates to deliver an outstanding experience to our clientsEnabling your team to drive outstanding client service interactions/ resultsHelping associates realize their own personal definitions of successAbility to inspire associates to deliver their bestPartnering with associates to build personalized plans that support their development towards career goalsProtecting the Fidelity brand through active supervision of associate interactions and transactionsBeing coachable, collaborative, and curious are your "go to" attributesFidelity’s Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.Certifications:Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRACategory:Customer ServicePlease 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.

Locations

  • UT, Salt Lake City

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