At Fidelity, when it comes to supporting our customers, it’s all about building relationships. We connect with customers, listen, and act with empathy as we work to understand their long-term goals. This philosophy comes directly from our leaders and is carried on by our associates.
We’re hiring for remote leaders and for licensed roles here at Fidelity. Fidelity Jobs sat down with several leaders to discuss their team culture, training opportunities, resources and their overall experience growing at firm to bring insight into what it’s like to work at Fidelity. Joining us for this discussion is Mark, Nikki, Laura, David and Brittany.
Q: Describe skills or traits that would make someone a good fit for working in a leadership role.
Mark: You must have a passion for coaching. I believe that every associate seeks three things: 1.) Purpose 2.) a coach 3.) a development plan. If you have a passion to help associates with these things, you are well on your way to being a great leader.
David: I believe it’s a true desire to help clients, drive to learn, ability to work on a team.
Q: What leadership traits do you represent for your teams?
Nikki: Tells It Like It Is and Enables Candid Debate. I am a firm believer that no progress can be made until everyone is on the same page, and direct, candid communication is the first step.
Mark: Agreed! Tell it like it is.
Laura: Motivating others comes from helping associates uncover what goals and drivers are important to them. Once identified, connect-the-dots to show how their goals align to the outcomes of their team and company. Individual contributions all aligned to common outcomes create connection, belonging and satisfaction.
Q: What attracted you to work in the Regional Center Satellite space at Fidelity?
Brittany: Getting to work with candidates and peers from all over the country. I love expanding my knowledge and horizons and have been able to learn something new every day from the amazing people I meet and work with from their diverse backgrounds and experiences.
David: Challenge, excitement, growth, for sure.
Laura: I believe remote regional centers are the future of the industry, along with extensive experience supporting remote associates in my previous career made this a very attractive opportunity. I love the challenge of creating a connected, collaborative team in a virtual space. Success in this realm will open doors to limitless possibilities for our industry as well as countless others.
Mark: The importance of the work in the Regional Center Satellite space was the driver for me. We need talented and experienced associates to help meet our client demand, and the opportunity to be able to meet with so many talented and experienced candidates over the past 6 months has been so amazing.
Q: Talk about the support, resources, and training that Fidelity offers.
Mark: The support and resources we have at Fidelity are unlike anything I have ever experienced at any other firm. Fidelity is committed to personal development and we spare no expense to ensure that the resources needed to drive that personal development are available to every associate.
Nikki: You will never lack for development resources at Fidelity! In addition to a robust training program when you start, you will have ongoing periodic trainings, regular meetings with your team leader to reinforce what you have learned, strong Help Desk/coaching team support, team meetings to share best practices with your peers, and in many roles there is a calendar where you can sign up to attend virtual training sessions on topics that are of interest to you to supplement your performance.
Brittany: Fidelity provides endless resources to its employees and supports their growth and development. There are online learning opportunities, Employee Resource Groups, development programs, mentoring opportunities and plenty of other ways to grow at Fidelity; but I would argue that your manager can be your greatest ally and asset. Fidelity’s leaders have a focus to support, develop, and advocate for their team, and I recommend taking the help they so willingly give.
Q: Any interview tips to share? Or what makes the ideal candidate for these roles?
Nikki: An ideal candidate in my mind has two key traits: passion for the client experience and coachability. If you are committed to getting your clients to the very best possible outcome, and you are willing to learn how Fidelity does that, there will be no limit to what you can accomplish!
David: Having a true desire to help clients, a drive to learn, and ability to work on a team makes the ideal candidate. For interview tips, I would make sure candidate answers demonstrate a skill or capability, and aren’t just a nice story.
Brittany: No matter which side of the table you are on, be genuine and let them see the real you. It should be a casual conversation where you get to know each other and the interviewee feels comfortable to share their story.
Mark: Be prepared to tell your story and ensure that story conveys that you have the skills and capabilities to execute, and that you have a strong desire for the position.
Laura: Identify three qualities/experiences/attributes that are not part of your resume—that we need to know about you—and make sure you share them in your interview!
We’re seeking leadership on our Client Services team, where you will coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers. To see our open roles, click here. Want to be coached by the best? See our Licensed opportunities here.
