Team Leader, Transition Services

, CO, United States

**Team Leader, Transition Services**

**Greenwood Village , CO**

**Job Description:**

**Team Leader, Distribution Service and Operations**

***Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.* Abby Johnson | Chairman & CEO Fidelity Investments**

**The Purpose of Your Role:**

**Distribution Service and Operations (DSO) is seeking an experienced, motivated, and customer-focused leader to inspire a team of licensed associates charged with delivering outstanding service and industry expertise to our clients and business partners. As a team leader, you will provide strategic direction and execution as you lead, coach, and develop your team to drive results, while improving the confidence and loyalty of our clients and better position them for lifetime financial success .**

**The Expertise and Skills you Bring:**

* Proven Leadership Experience

* Previous Management or Leadership Experience in financial services is a plus

* Series 7, 63/65 required, along with 9/10 licensing

* Outstanding mentoring and coaching skills

* Experience with regulatory and compliance practices and rules

* Ability to balance leadership and supervisory responsibilities

* Your expertise to drive business results, while partnering with local and national peers to maintain a culture of collaboration and success, within your team, department, and broader organization.

* Outstanding mentoring skills, and ability to empower associates to grow and develop in a culture of Customer Obsession.

* Your ability to lead, coach, and develop associates remotely in a phone environment

**The Value You Deliver:**

You are obsessed with transforming the experience of our customers and associates as well as achieving operational scale and efficiency. You challenge the status quo with the courage to drive towards bold solutions. You foster innovation in the team, adjust quickly to new information, and effectively lead change in the organization. Your critical thinking and ability to understand complex problems enables you to resolve business challenges with new solutions and ways of working.

**The Support You Receive:**

We want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.

**Our Investments in You:**

We believe it is important to approach life holistically. Our

* Click to hear from a few of our associates about the outstanding benefits Fidelity offers:

* Click here for a local news story about how we are helping our

**We believe in being different together:**

We continuously strive for a **diverse and inclusive** workplace where we **respect** and **value** our associates for their unique perspectives and experiences.

* Fidelitys nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, womens leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.

**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 youll 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:**

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#PIRCLeader

**Please see below for the salary range for work locations in Colorado only:**

$70,000 $125,000

This position is eligible for incentive compensation or an annual bonus opportunity.

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**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, youll 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 , we have been recognized by our employees as a Best Place to Work in 2022. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve 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 were calling .

We invite you to **Find Your Fidelity** at .

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.

**Fidelity benefits that adapt to everything life sends your way**

**Benefits With You in Mind**

Benefits for your whole life thats what youll find at Fidelity.

Youll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive both in and outside of work.

**Family Programs**

* Adoption assistance

* Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

**Wellness Programs**

* Dependent care flexible spending (FSA)

* On-site health & wellness centers

**Retirement Planning**

* 401(k): pre-tax and/or Roth

**Health & Insurance**

* Medical coverage

* Dental & Vision coverage

**Education Benefits**

* Step Ahead student loan assistance helping you pay down your loans so you can save on interest, with up to $10K in contributions

* Tuition reimbursement program

* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.

** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.

*** As of March 2019.

**Fidelity is invested in you**

**Committed to Continuous Learning**

At Fidelity, we are constantly adaptin

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