Service Team Lead, Alternative Investments (phone center)
: Job Details :

Job Description:

The Role

You are an influencer who consistently makes a positive impact. You are passionate about coaching, building, and supporting a team of 10-12 associates to work collectively as a team and achieve shared goals. You re a motivator, focused, fast-paced and inspired by change. You can coach to key behaviors that help drive business results. You empower others to accept feedback and develop an environment focused on growth and development. You encourage others to create the best customer experience possible.The Expertise You Bring

1+ year of team lead or like experience

Alternative Investments experience is a major plus

College degree or applicable work experience

Series 99 license (or within 90 days of hire)

Your problem-solving ability encourage creative solutions

Your effective communication skills

You know how to adapt and be flexible when the business changes

Your proven ability to establish links across the organization

Your ability to grow and deepen industry relationships

Your passion for leading a team and developing individuals

Crafting lifetime internal and external relationships and playing a meaningful role in the customer experience

You will help find opportunities to drive the business towards a first-class digital experience

Supporting associates daily and coaching on interactions

Fostering an environment of passion, growth and development

Leading others through change

Implementing standards for optimized performance delivery, aligned with industry best practicesThe Team

Alternative Investments is a complicated and nuanced product space with manual, industry wide processes in place to support transactional activity. As the industry is evolving and team is growing, development of the associates and innovation of the department is key. The role will include strengthening a service team focused on inbound customer calls and other written communication mediums. You are also responsible for the timely and accurate payment of distribution proceeds to customer accounts.

The base salary range for this position is $52,000-$83,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of

benefits

to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Series 99 - 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

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

Fidelity s hybrid working model

blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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 Accommodation Team by sending an email to

...@fmr.com