Team Leader, Central Relationship Managers - Wealth Growth

Soteria Reinsurance Ltd.

Fidelity Investments is seeking a Team Leader for Central Relationship Managers to guide a team of associates who engage with wealth management clients. You will drive client engagement, coach teammates, and maintain regulatory excellence while partnering with regional WMT leaders. The role emphasizes mentorship, cross-functional collaboration, and a data-driven approach to improve service levels and outcomes across markets. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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Team Leader, Central Relationship Managers -Salt Lake City, UT
Job Description:The Purpose of Your RoleAs a Team Leader, Central Relationship Managers (C-RMs), you will lead a team of C-RMs who’s role is to engage with current and potential wealth management clients via a diverse set of communications channels (phone, email, text)...
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