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For your reference, we have included the original job posting below.
Financial Team Manager
Job Number:
36979815
Company Name:
Fidelity Investments
Job Location:
American Fork, UT US
Job Category:
Accounting & Finance
Financial Team Manager
Title: Financial Team Manager Location: UT-American Fork Business Overview
Fidelity Personal Investments provides financial services and investment resources to help individuals achieve their financial goals. We continue to be committed to satisfying our clients' needs by offering a broad range of investment management, retirement, securities execution and clearance, brokerage, and shareholder services to more than 22 million individuals and 5,500 institutions as well as through financial intermediaries. We help clients build income and provide capital preservation strategies using funds, fixed income securities, and other investment vehicles to assist the broad range of financial needs for our customers.
Position Description:
The Financial Manager acts as a key member of the department's leadership team with primary focus on impacting team and functional results. This position is accountable for providing day to day management and coaching for a team of 15 Financial Service Representatives.
Primary Responsibilities:
In this role your responsibilities will include: * Providing effective coaching and feedback to representatives on all performance measures in a timely manner. * Insuring adherence to compliance rules and regulations * Being responsible for personnel issues such as hiring new staff, performance appraisals, compensation, scheduling and corrective action. * Identifying employee development needs and support developmental activities for team members. * Conducting staff meetings and briefings to ensure the team is responsive to policy and procedural changes, market conditions and team effectiveness. * Ability and willingness to take inbound phone calls during heavy volume periods, as required. * Ability and willingness to work flexible and varied hours. Education and Experience: * College degree or equivalent work experience * Industry designations or advanced degrees preferred * NASD Series 7, 63, 9 & 10 licenses are strongly preferred; Required within 180 days * 5 years industry experience with 1-2 years of coaching/managerial experience * Excellent risk management skills and a solid understanding of call volume management procedures * Excellent verbal and written communication skills. * Strong organizational skills and the ability to manage multiple priorities
About Fidelity Investments Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, .
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