Have you considered a new leadership role? Look no further than Fidelity. We have been sitting down and discussing what it’s like to work at Fidelity with leaders throughout the US. To provide additional insight into these roles, we sat down with Team Leaders Jeremy Kresge and Angela Payne, along with Megan Williams, a Talent Champion here at Fidelity.
Q: As a leader, we often talk about career advancement. What advice would you give to someone looking to advance their career?
Jeremy: Be genuine and never waver from what you stand for and the values that are important to you. Then, have a plan, prepare, and partner with people that can help you enhance your skillsets and match that with the desires you have for the job you want. Also, never look at an opportunity without knowing how that benefits you in your overall career and what that very next step can lead to down the road.
Megan: Network and own the outcome. Don’t be afraid to explore roles. Network with other departments and build relationships. Your fellow Fidelity employees are your greatest asset. Own the outcome of your metrics: the main thing holding you back from that next role is yourself. If you take charge of your performance and help others in theirs, you will move to that next position with ease.
Angela: I couldn’t agree more with both statements. “Be a star where you are.” And definitely never stop networking. Be your biggest advocate!
Q: In your leadership role, how do you motivate others?
Angela: I find out what drives our team and what makes them tick—everyone is motivated differently. I try to personalize motivation and recognition to the associate.
Jeremy: It all starts with trust and knowing what’s important to each person on the team. I agree with Angela. Not everyone is motivated by the same things, so intently connecting on a personal level and tying it back to how we can partner together to help them be successful and ultimately achieve their goals and dreams.
Megan: Find out what motivates them and create those motivators to fuel daily achievements. If you are creating a thankful environment, you are highlighting/promoting their work to leaders. If they know they are being noticed, that will in turn create that desire for them to continue to make an impact and do great work. This role is the source behind the future culture, leadership, and image of Fidelity. Who we hire today will become and influence the engine of Fidelity Investments.
Q: What is the importance of a diverse team?
Jeremy: Diversity in a team is very important! Our customer base is diverse and to ensure we can best serve our clients, an inclusive and diverse team is critical to that success. In addition, diversity is so important to ensure our voice of the associate and strategy around initiatives is inclusive of all walks of life.
Q: What is your one interview tip to share with others?
Megan: Use your answers to show value in your candidacy for the role. When you respond, relate your answer or story back to how it makes you a fit for the role you are interviewing for.
Angela: Ask open ended questions and let the applicant talk. Tell them about yourself on a personal level. Most times, they will share more and answer more if you connect with them on a personal level first.
Join Fidelity to coach and develop on our Client Services team! To see our open roles, click here. Want to be coached by the best? See our Licensed opportunities here.
