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Team Leader, Client Services

Salt Lake City, UT
Full-Time

Job Description

Job Description:

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

Is it time to explore new challenges in your career?

With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you will have the resources at your disposal to succeed on each count.

The Expertise We're Looking For

  • Proven Leadership Experience

  • Previous Management or Leadership Experience in financial services is a plus.

  • Series 7, 63, 9/10 licenses required or able to obtain within 120 days

The Purpose of Your Role

The 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 Skills You Bring

  • Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop.

  • Your ability to balance leadership and supervisory responsibilities.

  • Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success, and reward.

  • Your experience with regulatory and compliance practices and rules

  • Your relationship expertise, leading with empathy and enhancing team cohesion.

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 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

The Value You Deliver

  • Coaching and developing a team of associates to deliver an outstanding experience to our clients.

  • Enabling your team to drive outstanding client service interactions/ results.

  • Helping associates realize their own personal definitions of success.

  • Ability to inspire associates to deliver their best.

  • Partnering with associates to build personalized plans that support their development towards career goals.

  • Protecting the Fidelity brand through active supervision of associate interactions and transactions

  • Being coachable, collaborative, and curious are your go to attributes.

We believe in being #Different Together

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.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Certifications:

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA

Category:

Customer Service

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please 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.

PDN-a048120b-07a6-47cc-95f9-9356bfa21caf

Job Description:

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

Is it time to explore new challenges in your career?

With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you will have the resources at your disposal to succeed on each count.

The Expertise We're Looking For

  • Proven Leadership Experience

  • Previous Management or Leadership Experience in financial services is a plus.

  • Series 7, 63, 9/10 licenses required or able to obtain within 120 days

The Purpose of Your Role

The 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 Skills You Bring

  • Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop.

  • Your ability to balance leadership and supervisory responsibilities.

  • Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success, and reward.

  • Your experience with regulatory and compliance practices and rules

  • Your relationship expertise, leading with empathy and enhancing team cohesion.

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 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

The Value You Deliver

  • Coaching and developing a team of associates to deliver an outstanding experience to our clients.

  • Enabling your team to drive outstanding client service interactions/ results.

  • Helping associates realize their own personal definitions of success.

  • Ability to inspire associates to deliver their best.

  • Partnering with associates to build personalized plans that support their development towards career goals.

  • Protecting the Fidelity brand through active supervision of associate interactions and transactions

  • Being coachable, collaborative, and curious are your go to attributes.

We believe in being #Different Together

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.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Certifications:

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA

Category:

Customer Service

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please 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.

PDN-a048120b-07a6-47cc-95f9-9356bfa21caf

About Fidelity Investments

At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
 

*Specifically serviced by our Clearing & Custody team within Fidelity Institutional

 

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.

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Team Leader, Client Services
Fidelity Investments
Salt Lake City, UT
Nov 5, 2025
Full-time
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