Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 13 days ago

VP, Service Delivery Team Leader- Retirement Services

fmr810 open roles

Where
Merrimack, NH
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowVP, Service Delivery Team Leader- Retirement Servicesfmr · Merrimack, NH

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on fmr's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. fmr postings stay open a median of 3 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 13 days ago

fmr median: 3 days open

The posting

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Job Title: Vice President, Service Delivery Team Lead (VP Team Lead)

Note: Fidelity will not provide immigration sponsorship for this position

The Role

The Vice President, Service Delivery Team Lead (VP Team Lead) has overall accountability and leadership of service integration for Workplace Investing Strategic Market institutional client relationships. This position requires maintaining oversight of Vice President level Service Delivery Leaders (SDL) and Integrated Service Consultants (ISC).

The VP Team Lead is responsible for driving overall integration to maximize business results. Focus areas include client retention and loyalty, project execution, and relationship risk mitigation strategies. Additional management duties include associate development, performance evaluation, compensation planning and hiring. The VP Team Lead is also a Supervisory Principal responsible for compliance oversight of all registered representative direct reports.

The Expertise and Skills You Bring

  • Communicating internally to ensure Work/Demand plan is established.
  • Build competencies in associates to deliver outstanding results that benefit clients and Fidelity Investments.
  • Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent.
  • Coach and mentor direct reports to provide continued career development and evaluate performance.
  • Coach and mentor service team members to provide continued career development and enhanced client outcomes and provide leadership to create an empowered culture.
  • Proactively cultivate relationships with desired feeder organizations (internal and external) to produce and maintain a talent pipeline.
  • Ensure that team is compliant with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature, and client presentations.
  • Support Managing Directors and SDLs in the development of Client business Plan/Strategy.
  • Acting as Client advocate internally.
  • Representing Fidelity Relationship Management Leadership at Client and internally
  • Client Senior Management escalation point for multi-product service issues or second escalation for single product service issues.
  • Partnering with Functional Business Unit Heads to drive margin improvement and process efficiencies.
  • Participate in organizational project/initiatives that as TL we join to represent the RM Services Organization.
  • College degree required
  • MBA or other advanced degree preferred.
  • Institutional client management and growth experience required.
  • Minimum of 5 years management experience required.
  • Complete series 7, 24 & 63 exams within 120 days of hire.
  • Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing.
  • Proven ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses.
  • Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.
  • Proven leadership, coaching, and career developments skills with a tenured team of professionals
  • Demonstrated consultative sales skills.
  • Expert presentation, meeting management, and communication skills.

The Team

The VP Team Lead is responsible for overseeing a portfolio of multi-product client relationships including the following services: Defined Contribution, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, Health & Welfare, Self-Directed Brokerage, and Benefits Consulting.

Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Client Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against fmr's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on fmr's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    fmr's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.