Claude Lett
Team Leader, Investment Planning and Advice
- Role
- Onboarding Team Leader- Senior Manager at Fidelity Investments
- Location
- Athens, GA, US
- LinkedIn followers
- 500 followers
About Claude Lett
An accomplished leader with a proven track record in driving revenue growth by guiding…
Experience
Onboarding Team Leader- Senior Manager
Sep 2021 — Present
As a Senior Manager and Team Leader of Investment Advisors, I lead and develop a team of skilled investment professionals, ensuring they deliver exceptional service and meet performance expectations. I provide strategic guidance, coaching, and performance feedback while driving efficiency, compliance, and innovation in the onboarding process.Key Responsibilities: Strategic Implementation & Agile MethodologyOversee the onboarding process for licensing and testing, aligning it with organizational strategy.Leverage Agile methodologies to enhance the associate experience, improve pass rates, and optimize efficiency.Drive continuous improvements that increase engagement and satisfaction among new hires. Collaborative LeadershipLead a cross-functional team, fostering collaboration across departments to streamline onboarding.Actively gather and analyze feedback from new employees to refine processes and develop innovative solutions.Ensure effective stakeholder engagement, promoting alignment across business functions. Change Management & Solution ImplementationOversee the implementation of new onboarding practices, ensuring seamless integration into existing systems.Promote a culture of continuous learning and skill development to build a resilient, adaptable team.Mitigate risks by ensuring process redundancy, eliminating single points of failure in onboarding operations.With a focus on operational excellence, adaptability, and strategic leadership, I drive initiatives that enhance efficiency, improve advisor success rates, and create a seamless onboarding experience.
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