Demo

General Manager

Fidelity Investments
Fidelity Investments Salary
Merrimack, NH Full Time
POSTED ON 4/23/2025
AVAILABLE BEFORE 5/23/2025
Job Description

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.

We’re looking for a leader who thrives on

  • 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

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 Value You Deliver

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

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

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.

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