Job Description

This role is responsible for enabling associates to drive Advisory Services managed solutions and relationships across the Fidelity client base.  This leader will have associates with a book of approximately 950 households. Their purpose is to lead these associates to help customers understand the benefits of our Fidelity Wealth Services offering,  Partner to find the best client solutions with the FCs we support,  increase client satisfaction, and reduce overall risk to the firm through compliance oversight.  This leader will need to help their associates adopt new ways of interacting with clients outside of the annual review.

The Expertise and Skills You Bring

Series 7 required and Series 65 or 66 as well as, Series 9/10 licenses are strongly preferred or must obtain once hired.
BA/BS or equivalent experience.
Demonstrated ability to drive results with diverse groups of associates of varying tenure. FACT and Situational leadership skills a plus.
Create a meaningful and productive relationships with your associates
Understanding of financial planning and specific understanding of discretionary money management is a benefit.
Ability to think strategically and execute tactical plans is a key requirement of the role.
Effective coaching processes to drive accountability, results, and associate skill development.
Adept at using Salesforce and PASView
Drive retention of assets and uncover additional assets and planning opportunities to enhance client loyalty.
Control risk through compliance oversight, development of policies and procedures and personally handle client escalations, as needed.  Also will work with business partners to ensure resolution.
Develop improved working relationships with retail distribution network in their region, including Phone and Branch Leadership and business partners in their aligned regions.
Special Projects as needed to support overall efforts of the Advisory Services function and the Covington Regional Center as assigned by the Functional Leader or General Manager of the site.
Assist in development of department strategic and tactical decision making.

The Team

Role is responsible for a team of Advisory Services Portfolio Specialists in the Covington Regional Center.  This manager will be responsible for a large team of associates who have a relationship book of Advisory Services customers with over 250k in Advisory Services assets.
Responsible for the staffing and the development of the team.  Develop their client interaction skills to include a strong CSS process with client connection to build life time relationships.  Also assist them with book management, customer contact strategy, planning acumen and language ideas.

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

Adoption assistance
Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

Wellness Programs

Dependent care flexible spending (FSA)
On-site health & wellness centers

Retirement Planning

401(k): pre-tax and/or Roth

Health & Insurance

Medical coverage
Dental & Vision coverage

Education Benefits

Step Ahead student loan assistance – helping you pay down your loans so you can save on interest, with up to $10K in contributions
Tuition reimbursement program