Posted 6 days ago
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**VP, Service Delivery Team Leader - Retirement Services:** Lead a high-performing team driving business results and client loyalty. Oversee Service Delivery Leaders and Consultants, manage associate development, and ensure compliance oversight as a Supervisory Principal. Requires an MBA, 5+ years management experience, and Series 7, 24, 63 licenses. Proven leadership, negotiation, and consultative sales skills essential. Manage multi-product institutional client relationships, including Defined Contribution, Defined Benefit, and Health Savings Accounts. Part of Fidelity's transitioning to an onsite working model.
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Full Job Description
Job Description:
Job Title: Vice President, Service Delivery Team Lead (VP Team Lead)
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Vice President, Service Delivery Team Lead (VP Team Lead) has overall accountability and leadership of service integration for Workplace Investing Strategic Market institutional client relationships. This position requires maintaining oversight of Vice President level Service Delivery Leaders (SDL) and Integrated Service Consultants (ISC).
The VP Team Lead is responsible for driving overall integration to maximize business results. Focus areas include client retention and loyalty, project execution, and relationship risk mitigation strategies. Additional management duties include associate development, performance evaluation, compensation planning and hiring. The VP Team Lead is also a Supervisory Principal responsible for compliance oversight of all registered representative direct reports.
The Expertise and Skills You Bring
- Communicating internally to ensure Work/Demand plan is established.
- Build competencies in associates to deliver outstanding results that benefit clients and Fidelity Investments.
- Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent.
- Coach and mentor direct reports to provide continued career development and evaluate performance.
- Coach and mentor service team members to provide continued career development and enhanced client outcomes and provide leadership to create an empowered culture.
- Proactively cultivate relationships with desired feeder organizations (internal and external) to produce and maintain a talent pipeline.
- Ensure that team is compliant with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature, and client presentations.
- Support Managing Directors and SDLs in the development of Client business Plan/Strategy.
- Acting as Client advocate internally.
- Representing Fidelity Relationship Management Leadership at Client and internally
- Client Senior Management escalation point for multi-product service issues or second escalation for single product service issues.
- Partnering with Functional Business Unit Heads to drive margin improvement and process efficiencies.
- Participate in organizational project/initiatives that as TL we join to represent the RM Services Organization.
- College degree required
- MBA or other advanced degree preferred.
- Institutional client management and growth experience required.
- Minimum of 5 years management experience required.
- Complete series 7, 24 & 63 exams within 120 days of hire.
- Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing.
- Proven ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses.
- Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.
- Proven leadership, coaching, and career developments skills with a tenured team of professionals
- Demonstrated consultative sales skills.
- Expert presentation, meeting management, and communication skills.
The Team
The VP Team Lead is responsible for overseeing a portfolio of multi-product client relationships including the following services: Defined Contribution, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, Health & Welfare, Self-Directed Brokerage, and Benefits Consulting.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Client ServicePlease be advised that Fidelitys 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.
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All fields are required. Candidates should limit the number of roles they apply to at any given time.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
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 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.
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