The Role

As the Vice President of Client Services in Durham, NC you will report directly to the Site General Manager, while working closely with the broader Personal Investing (PI) Organization both locally and nationally. You will own the day-to-day leadership and management of multiple leaders in the Client Services and Associate Onboarding Function, as well as for developing leaders and maintaining a culture where associates feel valued and confident in servicing our customers.

The Team
Being a member of the site Center Leadership Team, you will work closely with the PI Regional Center leadership team, business partners, and onboarding team to develop and support new hires. This includes monitoring of every start date to ensure full and accurate onboarding of each new hire, assisting with sophisticated and/or sensitive requests from either the business or members of the Talent Acquisition team with a high level of urgency and attention to detail, and partnering closely with other relevant groups within the firm to resolve identified issues and build a seamless process. The Onboarding Leader contributes to critical projects and reporting to help increase efficiency and encourage a positive candidate and associate experience.

The Expertise You Have

• Series 7, 9,10, and 63/65/66 licenses required
• Preferred – Undergraduate degree; 10-15 years business experience
• You are successful at managing multiple work streams and priorities at the same time
• You recognize coaching needs and are quick to address them
• You have prior experience with onboarding, regional centers, and the licensing process

The Skills You Bring

• Proven success in delivering results through a focus on behavior and process, while fostering a culture focused on engagement and connection to the Fidelity mission
• Your ability to focus on individual associate needs while also balancing the success of the overall onboarding program
• Collaborating and partnering effectively to support cross functional & organizational programs
• Success in leading through, implementation of the broader vision, while communicating and implementing change
• Inspiring others through strong communication and interpersonal skills, coupled with strong coaching acumen in the application of the Operating Plan and CSS Interaction Model
• Focus on a team approach to own the outcomes collectively

The Value You Deliver

• A positive and meaningful onboarding experience for our new associates
• Improved client experience by delivering skilled and licensed associates to the business
• Be a difference-maker in the employee experience, talent development and retention
• Add diversity of thought, innovation, strategy, and execution value to our leadership team
• Continue to influence higher standards of speed to execution of results, dedication to talent strength, and appreciation of diversity
• Coach and develop Leaders and Associates to drive the best client experience and client retention in the industry through a focus on associate skills, process and knowledge
• Build a value-based culture passionate about an outstanding client experience