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Team Leader, Active Trader
Fidelity Investments
Westlake, TX, United States
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Do you have a desire to lead in a dynamic environment where Customer and Associate Engagement are always top of mind?
The Expertise We’re Looking For
• Proven leadership experience
• Series 7, 9/10, and 63
• Brokerage Knowledge-Margin, Day Trading Rules, Complex Option Trading
The Purpose of Your Role
• Lead a team of associates who are focused on providing world-class service to our Fidelity PI Active Trader clients
• Develop and coach associates to effectively, accurately and efficiently meet our client's needs
• Drive culture and associate engagement through coaching, development and a highly customized and personalized approach to team leadership
• Motivate, inspire, and drive excellence in customer interactions through servicing our clients and supporting customer success though Consultative Strategies and Solutions
• Provide coaching and feedback to associates regarding performance, customer relationship building, and career development
The Skills You Bring
• Your proven coaching skills with working knowledge of Situational Leadership and Extraordinary Coach
• Your ability to balance leadership and supervisory responsibilities
• Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward
The Value You Deliver
• Creating Associate Engagement that mirrors the Customer Experience we deliver
• Helping associates realize their own personal definitions of success
• Supporting the growth and development of our associates
• Protecting the Fidelity brand through active supervision of associate interactions and transactions
Company Overview
At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.