Job Description:

This exciting role will lead one of Fidelity’s Stock Plan Services (SPS) Relationship Management teams. This leader will play a key role in crafting the future of this important growth business.

The Team

You will lead a team of 9-11 highly successful relationship management professionals who are passionate about serving clients across all Fidelity's SPS' markets. In addition to playing an integral role in the SPS business, we will also partner closely with other businesses across the Fidelity enterprise.

The Expertise We're Looking For

• 5+ years Institutional (business to business) sales or relationship management experience with a shown track record of successful leadership in various roles

• NASD Series 6, 7 and 63 licenses and Series 9 and 10 or 24 or interest / ability in earning the licenses

• Outstanding written and verbal communication skills

• Effective organization and prioritization skills

• Strategic development and planning skills

The Skills You Bring

• High emotional intelligence and interest in other human beings

• Desire to roll your sleeves up and work with and for your team – Servant Leadership

• Self-awareness and confirmed history of self-improvement

• Analytical and critical thinking skills

• Creativity

The Value You Deliver

• Inspires and mobilizes a diverse team of customer focused professionals

• Collaborates with leaders across multiple functions to build consistent client and associate experiences

• Model your experience and skill as a relationship focused professional to improve the skills of others

• Encourages your team improve their processes

• Transparent and credible presence in the industry – Viewed as an industry specialist.

Certifications:

Series 07 – FINRA, Series 24 – FINRA, Series 63 – FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).” 

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.