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Team Leader, Central Relationship Managers (C-RMs) at Fidelity - ApplyBlast

Team Leader, Central Relationship Managers (C-RMs)

Fidelity

2 months ago

4.4 on Glassdoor

Salt Lake City, Utah, United States

Onsite

Full Time

Manager

0 applicants

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About this role

The Team Leader, Central Relationship Managers (C-RMs) will oversee a team that engages wealth management clients through multiple communication channels to deepen relationships and set appointments for Wealth Management Team partners. The role focuses on coaching, developing talent, fostering a collaborative culture, and acting as a liaison between C-RM associates and geographically aligned wealth markets.

Responsibilities

Coach and develop a team of associates to deliver outstanding client experience
Drive client engagement with Wealth Management Teams
Partner with associates to build personalized development plans

Skills

Qualifications

Series 63Series 07Series 09Series 10

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.