Lead and support a passionate team at Fidelity as a Team Manager in Wealth Support. This hybrid role requires robust leadership skills and a focus on client services.
As a Team Manager, you will oversee day-to-day operations while coaching team members in delivering exceptional client service. Your responsibilities will include resolving client escalations, ensuring compliance with regulations, and enhancing operational efficiencies. This role is ideal for individuals with excellent mentorship abilities and a background in wealth management.
Key Responsibilities:
• Lead a team while engaging in daily operations
• Oversee client onboarding and service processes
• Handle escalations and client concerns effectively
• Enhance performance and compliance management processes
• Coach and mentor team members for growth
Requirements:
• University degree in Finance or related
• 5-7 years in wealth management
• Strong knowledge of compliance standards
• Detail-oriented with organizational skills
• Bilingual in English and French is an asset
Drive successful client experiences while developing your leadership capabilities at Fidelity.
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📌 Hybrid Team Manager at Fidelity (Vancouver)
🏢 Fidelity Canada
📍 Vancouver