Job Description:

The Team

The Service Solutions Group is responsible for delivering the best customer experience in the financial services industry to both our customers, and to internal associates located in Personal Investing’s Regional Phone Centers and Branch Network.  The team is empowered and trained to resolve most issues “at point of service,” and will proactively reach out to customers to resolve “not in good order” items and other Fidelity identified issues.

Your Expertise

Proven Financial Services Leadership Experience (with series 7, 63, 9 & 10 licenses)

Empower associates to grow and develop in a diverse and inclusive environment.

Drive business results and solve complex problems.

Cross-functional business acumen and ability to integrate multiple goals and priorities into solutions delivered.

Coach and develop associates in our culture of Ownership.

Experience with regulatory and compliance practices and rules.

Your Purpose

Lead and inspire a team of associates to deliver quality solutions for our clients and business partners.

Provide strategic direction and execution to serve our associates as they commit to proactively reach out to customers to successfully resolve “not in good order” items primarily related to Account Management, Transfer of Assets, and Money Movement.

Build business scale and efficiency, deliver results, grow associate engagement and development in SSG.  

The Value You Deliver

Enhance the experience of our customers and associates. 

Challenge the status quo with the courage to drive towards bold solutions. 

Foster innovation in the team, adjust quickly to new information, and effectively lead change in the organization.

Understand data to develop effective and efficient solutions.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!  We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.  Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com(opens in a new tab) or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More:  Dynamic Working(opens in a new tab)

Certifications:

Series 07 – 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.