Job Description:
The Role
Every day, thousands of people reach out to Fidelity for help making some of the most complex and difficult decisions of their lives. As the Merrimack General Manager, you will lead and grow a team of 800+ (and growing) financial professionals who provide our clients with clarity, confidence and results through exceptional customer experiences.
The Expertise and Skills You Bring
- Inspiring and mobilizing diverse associates across sales, service, relationship, and leadership roles in delivering the best client experience in the financial services industry
- Finding, growing, and keeping incredible talent in a work experience that offers autonomy, mastery, purpose, and fun
- Steering a large team through change, respecting a successful past while moving into a new vision of success as a digitally led wealth management organization powered by self-led expert associates
- Collaborating with leaders across our 8 regional locations and multiple functions to create consistent client and associate experiences
- Being a visible presence in the communities we operate in and serve acting as the face of Fidelity
- Agile practices, behaviors, and mindsets
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The Purpose of Your Role
- Build and maintain a culture of high performance where associates are obsessed with customers and meeting their needs in a warm, friendly, and fast manner (maximizing customer time); where leaders are multipliers of talent and drive high levels of associate performance in an engaging and fun manner; where leaders are obsessed with building associate expertise and enabling their success through being fully present and engaged with their teams every day; and where Fidelity continues to be distinguished as a market leader.
- Build a leadership team passionate about hiring, developing, retaining, and growing associates and leaders.
- Deliver a world-class client experience as measured by ease of doing business, customer loyalty, associate retention, associate expertise, service levels
- Create awareness of external market conditions and the ability drive a strong profile in the local communities
- Integrate the priorities of RC transformation and functional teams into new customer and associate experiences.
- Run a site that is efficient, effective, and profitable
- Achieve key performance indicators: Client Loyalty/Satisfaction, Associate Retention, Operational Effectiveness, and Business Development results.
The Skills You Bring
- Strong ability and demonstrated experience in leading and inspiring large diverse associate population
- Robust leadership skills in translating client and associate needs into outstanding experiences
- Exceptional communication and change leadership skills
- Exceptional skills in people leadership - talent management, performance management, EQ
- Full complement of knowledge across retail, brokerage, and managed asset business
- Strong collaboration, partnership, influence, and interpersonal skills. The Regional Center is highly interdependent. Candidates who prefer independence will not thrive on this leadership team
- Teamwork -an orientation that the success of the team is more important than individual success
- Ability to operate outside of Fidelity in the communities we operate within.
- Proven analytical and problem-solving skills
- Ability to roll your sleeves up and work with and for your people - Servant Leadership
- Licensing requirements: series 7, 9/10 and 63
The Team
Our business is all about delivering value to customers. Our team has a noble purpose - to inspire better futures for our clients and associates so that they can live the life the dream of having! The research is very clear here. Strong leaders create a higher level of associate engagement. Strong associate engagement drives a stronger customer experience. And a strong customer experience translates into increased business results. Your work is central to developing and sustaining a vital culture to ultimately drive success for customers, associates, and Fidelity.
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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, detailed in this document, 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.
We invite you to Find Your Fidelity at fidelitycareers.com.
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.
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.
Certifications:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA
Category:
Customer Service
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.