Manager, Global Client Services

5 days ago

Smithfield, United States Fidelity TalentSource LLC Full time



Job Description:

Are you interested in building a career focused on Client Management?\u00A0 Can you work collaboratively with colleagues across the globe to help oversee an existing book-of-business?\u00A0 If so, we are excited to speak with you about a Manager, Global Client Services role focused on supporting the retention and growth of Fidelity s investment capabilities within Fidelity s Institutional Client Group (ICG) organization.\u00A0

ICG is the institutional distribution arm of Fidelity s Asset Management business with responsibility for managing the investment relationships with Global Fortune 500 and large public sector clients.\u00A0 We are looking for an experienced financial services professional that has familiarity with investment products relevant to both the Defined Benefit and public market segments.\u00A0 The key areas of responsibility include supporting our global relationship management and distribution team as they engage with clients, prospects and external consultants located around the world.\u00A0 These key areas of focus will require investment and financial acumen, attention to detail, and follow through, while working across a demanding\u2026but collaborative culture.

The Experience and Skills You Have

  • 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

The Purpose and Value of Your Role

The primary goal of the Manager, Global Client Services is to maintain an existing book of business and help drive AUM growth across our global distribution network.\u00A0 In this role you will support an experienced US-based Sales and Relationship Management team as they engage with distribution partners \u00A0across the globe. \u00A0Core responsibilities include:

  • Implementing new global accounts
  • Handling day-to-day service requests from across the globe
  • Coordinating new business proposal responses and development of marketing collateral
  • Providing oversight of sub-advisory agreements and pricing arrangements
  • Building relationships and establishing strategy sessions with US and Global Sales teams
  • Managing Sales opportunities through their lifecycle in Salesforce CRM
  • Presenting updates on Sales activity, campaign efforts, and key areas of focus for internal audiences




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.

  • Manager, Global Client Services

    5 days ago

    Smithfield, United States Fidelity Investments Full time

    Job Description : Are you interested in building a career focused on Client Management? Can you work collaboratively with colleagues across the globe to help oversee an existing book-of-business? If so, we are excited to speak with you about a Manager, Global Client Services role focused on supporting the retention and growth of Fidelity’s investment...

  • Client Service Manager III

    2 weeks ago

    Smithfield, United States National Black MBA Association Full time

    Job Description: Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Manager where you will be the key contact in servicing, educating, and resolving day to day operational issues for our Custody clients. The Expertise We’re Looking...

  • Senior Client Communications Manager

    4 weeks ago

    Smithfield, United States Fidelity Investments Full time

    Job Description:The Role:Are you looking for a role that helps drive engagement and educates clients as they plan for and envision their retirement? Do you want to be part of a team that is delivering innovative, interactive digital educational product content?As the Senior Client Communications Manager (or Client Communications Director depending on...

  • Senior Client Communications Manager

    1 month ago

    Smithfield, United States Fidelity Investments Full time

    Job Description:The Role:Are you looking for a role that helps drive engagement and educates clients as they plan for and envision their retirement? Do you want to be part of a team that is delivering innovative, interactive digital educational product content?As the Senior Client Communications Manager (or Client Communications Director depending on...

  • Senior Client Communications Manager

    4 weeks ago

    Smithfield, Ohio, United States Fidelity Investments Full time

    Job Description:The Role:Are you looking for a role that helps drive engagement and educates clients as they plan for and envision their retirement? Do you want to be part of a team that is delivering innovative, interactive digital educational product content?As the Senior Client Communications Manager (or Client Communications Director depending on...

  • Senior Client Communications Manager

    4 weeks ago

    Smithfield, Ohio, United States Fidelity Investments Full time

    Job Description:The Role:Are you looking for a role that helps drive engagement and educates clients as they plan for and envision their retirement? Do you want to be part of a team that is delivering innovative, interactive digital educational product content?As the Senior Client Communications Manager (or Client Communications Director depending on...

  • Data Engineer III

    4 weeks ago

    Smithfield, United States FM Global Full time

    FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research;...

  • Senior Client Communications Manager

    1 month ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description:The Role:Are you looking for a role that helps drive engagement and educates clients as they plan for and envision their retirement? Do you want to be part of a team that is delivering innovative, interactive digital educational product content?As the Senior Client Communications Manager (or Client Communications Director depending on...

  • Senior Client Communications Manager

    1 week ago

    Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:The Role:Are you looking for a role that helps drive engagement and educates clients as they plan for and envision their retirement? Do you want to be part of a team that is delivering innovative, interactive digital educational product content?As the Senior Client Communications Manager (or Client Communications Director depending on...

  • Customer Service Representative

    2 weeks ago

    Smithfield, United States Moxie Management Full time

    Job DescriptionJob DescriptionWe pride ourselves on our competitive, but extremely friendly and family-oriented work environment. Our culture promotes constant personal and professional growth, based on principles of respect, trust, and challenge.We are now striving to attract and train the most capable and skilled individuals to help us acquire new clients,...

  • Consultant/Project Manager, Stock Plan Services

    1 week ago

    Smithfield, United States Fidelity Investments Full time

    Job Description : Do you enjoy helping clients tackle relevant issues? Do you have knowledge of the benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive, efficient and data driven customized and optimized administrative solutions! The Expertise You Have  Bachelor’s degree...

  • Facility Based Services Paraprofessional

    1 week ago

    Smithfield, North Carolina, United States Hope Services Full time

    Job Type Full-time Description Mental Health organization seeking full time Instructors to work in our Child/Adolescent Day Treatment Facility.Duties include but are not limited to: establishing and maintaining therapeutic relationships; assisting persons receiving services with identification and self management of symptoms or behaviors; implementing...

  • Investment Relationship Manager

    4 weeks ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Relationship Manager The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for coverage of alternative analyst and product teams at leading wealth management and financial institutions.\u00A0 This role will also include developing...

  • Investment Relationship Manager

    1 month ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Relationship Manager The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for coverage of alternative analyst and product teams at leading wealth management and financial institutions.\u00A0 This role will also include developing...

  • Investment Relationship Manager

    3 weeks ago

    Smithfield, United States Fidelity Investments Full time

    Job Description: Investment Relationship Manager The Role The Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for coverage of alternative analyst and product teams at leading wealth management and financial institutions. This role will also include developing...

  • Sr Manager

    1 week ago

    Smithfield, Rhode Island, United States Otis Worldwide Full time

    Date Posted:Country:United States of AmericaLocation:OT286: NKP - PROVIDENCE, RI 9 Rocky Hill Road, Smithfield, RI, 02917 USAOtis Elevator Company is searching for a highly motivated Sr Manager & GM, Providence responsible for all areas of the business including P&L, sales, field operations, customer satisfaction, and overall general business management...

  • Facility Based Services Associate Professional

    1 week ago

    Smithfield, North Carolina, United States Hope Services Full time

    Job Type: Full-time Exciting opportunity to join a dedicated Mental Health organization as an Instructor at our Child/Adolescent Day Treatment Facility.Key Responsibilities:- Build and nurture therapeutic relationships- Support individuals in managing symptoms and behaviors- Implement personalized behavior plans and interventions- Collaborate with Lead...

  • Data Conversion Analyst

    2 days ago

    Smithfield, United States PMG GLOBAL Full time

    ONLY W2 NO C2CWe are sourcing a "Data Conversion Analyst" to work at our client's location in Smithfield RI.The Expertise You HaveProven ability in a data analysis role Strong analytical and communication skills, as well as a solid grasp of the organizational structure supporting implementation and ongoing projectsH&W Benefits knowledge requiredThe Skills...

  • Program Manager

    5 days ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    As a Program Manager supporting WI initiatives, you are responsible for delivering quality solutions by supporting the successful planning, execution, and delivery of initiatives while ensuring consistency with Product strategy, commitments, and goals. In an agile format and structure, you will partner with leaders across the organization to establish the...

  • Facility Based Services Paraprofessional

    2 months ago

    Smithfield, United States Hope Services, LLC Full time

    Job DescriptionJob DescriptionDescription:Mental Health organization seeking full time Instructors to work in our Child/Adolescent Day Treatment Facility. Duties include but are not limited to: establishing and maintaining therapeutic relationships; assisting persons receiving services with identification and self management of symptoms or behaviors;...