Financial Team Manager, Utah
Fidelity Investments - Utah

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As a Service Manager, you will be a key member of our Personal Investments business group who leads a team of 15 licensed Service Reps. Your primary focus will be managing and developing your team while ensuring a superb customer experience. You and your team will help our clients build income and provide capital preservation strategies by using funds, fixed income securities, and other investment vehicles to assist the broad range of their financial needs.

Primary Responsibilities:
Coaching and providing feedback to representatives on agreed upon performance measures

Insuring adherence to compliance rules and regulations

Hiring new team members, conducting performance appraisals, and managing your team’s compensation

Developing career path and skill enhancement opportunities for your team

Conducting staff meetings and briefings to ensure your team is responsive to policy and procedural changes, market conditions and team effectiveness

Participate in Site and Function level meetings and initiatives


Education and Experience:
College degree or equivalent work experience preferred

Series 7, 63, 9 & 10 licenses are preferred and required within 180 days

5 years industry experience with 1-2 years of coaching/managerial experience preferred

Skills and knowledge:
Excellent risk management skills and an understanding of call volume management procedures

Robust verbal and written communication skills

Strong organizational skills and the ability to manage multiple priorities

Excellent leadership skills with the ability to influence at multiple levels within the organization

Proven success in coaching and developing within a performance/metrics based environment

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, visit




Client/Customer Service

Primary Location



Other Locations


UT-Salt Lake City




Job Level



Education Level


Bachelor's Degree (±16 years)

Job Type






Overtime Status






Fidelity Investments - 11 months ago - save job - block
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Fidelity Investments is one of the world's largest providers of financial services. Fidelity offers investment management, retirement...