Team Leader, Central Relationship Managers

Fidelity Investments

. Lead a team of Central Relationship Managers .

Posted 10/12/2026full-timeRemote • Florida • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership and mentoring abilities while driving client engagement and business results in wealth management. Possesses in-depth knowledge of financial products and compliance practices to enhance client relationships and team performance.

Highest-signal resume keywords

Client Service ExperienceWealth Management KnowledgeSeries 63, 7, 9, and 10 LicensesData-Driven LeadershipCoaching and Mentoring Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client EngagementBusiness Process UnderstandingRegulatory Compliance KnowledgeProblem SolvingChange Management

Soft Skills

LeadershipTeam BuildingCommunicationEmpowermentCollaboration

Certifications & Qualifications

Series 63 LicenseSeries 7 LicenseSeries 9 LicenseSeries 10 License

Industry Keywords

Wealth ManagementFinancial ProductsClient-Care StandardsAssociate DevelopmentHiring and Onboarding

About the role

Key responsibilities & impact

Lead a team of Central Relationship Managers
Engage current and potential wealth management clients through phone, email, and text
Deepen client relationships and set appointments for Wealth Management Team partners
Foster a culture of trust and empower associates
Support associate development and career advancement
Serve as the C-RM leader liaison within geographically aligned Wealth markets
Partner with Wealth Management Team function leaders to establish best practices and consistent client-care standards
Coach and develop associates to deliver an outstanding client experience
Enable client engagement with Wealth Management Teams
Build personalized development plans with associates
Support hiring and onboarding of new C-RMs
Contribute to a collaborative, competitive, and inspiring team culture

Requirements

What you’ll need

Minimum of 5 years related experience with understanding of client service, operations, and business processes
Bachelor’s degree preferred
Series 63, 7, 9, and 10 licenses required prior to hire
Ability to drive business results and solve complex problems
Cross-functional business acumen and ability to integrate multiple goals and priorities
Data-driven leadership and ability to drive improvement
Demonstrated strength in managing change
Mentoring and leadership skills
Coaching skills
Knowledge of financial products, guidance, and solutions
Experience with regulatory and compliance practices and rules
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Stable base salary
Recognition of associate achievements
Excellent benefits
Access to professional resources, technology, and tools
Competitive total rewards package
Affinity groups
Diverse and inclusive workplace