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Director, Client Service Manager; Strategic Market

5 months ago

Westlake, United States Fidelity TalentSource LLC Full time



Job Description:

The Role

You will be the primary Fidelity client service contact for Defined Contribution and emerging Workplace products for some of Fidelity s largest institutional clients. As the main contact, you collaborate with a matrixed service team chartered to deliver contractual commitments to strategic clients. The role partners with Managing Directors and Product Management to implement new products, services, and features to consistently evolve Fidelity s offering. You will work closely will specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.

The Team

The Strategic Defined Contribution CSM organization provides record keeping to nearly 300 clients representing more than $1.5 trillion assets under administration and 11 million participants. Our clients view us as a trusted partner who demonstrates expertise in client services, specializes in workplace benefits and uses the power of Fidelity s community to generate greater well-being for strategic market clients.

The Expertise You Bring

  • 8-12+ years of experience within the financial service industry with client facing expertise
  • Demonstrated understanding of Defined Contribution and/or Workplace Benefits (e.g., Defined Benefit, Health & Welfare, Heath Savings Account) plan administration.
  • Bachelor s degree or equivalent work experience
  • FINRA licenses permitted but not required.

The Skills You Bring

  • Strong leader with ability to influence and navigate within a highly complicated, matrixed environment.
  • Demonstrated ability to deliver against challenging goals and objectives.
  • Excel in providing proactive consultation to external clients and internal partners.
  • Possess the ability to build relationships with individuals at all levels of the organization.
  • Strong, strategic problem solver and storyteller who can measure the effectiveness of solutions and communicate the value to business partners and clients.
  • Proven track record to provide solutions to complicated issues; a naturally creative problem solver who can work with colleagues and business partners in new and different ways to deliver results.
  • Balance and prioritize multiple, concurrent objectives while meeting or exceeding targets.

The Value You Deliver

  • Handle day-to-day record keeping for a defined set of Defined Contribution strategic market clients, representing $10-$20 billion record keeping assets.
  • Generate new points of view, champion bold ideas, and collaborate with more than 25 Workplace Investing and Fidelity functional business partners to define innovative solutions and implement scalable practices.
  • Possess and convey experienced knowledge of Defined Contribution product, plan sponsor plan provisions and governing body regulations.
  • Identify, surface, and effectively lead resolution of service issues (e.g., plan design, participant, risk/compliance) with appropriate business partners.
  • Understand client service requests and coordinate with internal business partners to effectively scope effort and cost, allocate appropriate resources, define project plan, and deliver against agreed upon timeline.
  • Participate in the delivery of a Client Service Management strategy to enhance the overall ecosystem, cultivate Fidelity talent, and optimize the plan sponsor experience.

Location

  • This position does have a remote work option if you are not located near a Fidelity location.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want\u00A0 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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.\u00A0 Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Fidelity Investments is an equal opportunity employer.





Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.