Global Client Services Manager
2 weeks ago
Job Title: Manager, Global Client Services
Job Summary:
Fidelity Investments is seeking a seasoned professional to join our Institutional Client Group (ICG) organization as a Manager, Global Client Services. In this role, you will be responsible for maintaining an existing book of business and driving AUM growth across our global distribution network.
Key Responsibilities:
- Implement new global accounts and handle day-to-day service requests from across the globe
- Coordinate new business proposal responses and development of marketing collateral
- Provide oversight of sub-advisory agreements and pricing arrangements
- Build relationships and establish strategy sessions with US and Global Sales teams
- Manage Sales opportunities through their lifecycle in Salesforce CRM
- Present updates on Sales activity, campaign efforts, and key areas of focus for internal audiences
Requirements:
- Bachelor's degree required, advanced degree or global experience a plus
- Minimum 3-4 years of product and industry experience – Fidelity experience desirable
- FINRA Series 7 and 63 required or must be obtained within 90 days of hire
- Familiarity with Defined Benefit and public sector investments
- Talent for effectively communicating across cultures – both verbally and in writing
- Desire to learn and work across a diverse geographic footprint
- Ability to work on-site and remotely and accommodate minimal travel requirements
About Fidelity Investments:
Fidelity Investments is a leading provider of investment products and services to institutional clients around the world. Our Institutional Client Group (ICG) organization is responsible for managing the investment relationships with Global Fortune 500 and large public sector clients.
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