Director/Senior, Client Service Manager

Fidelity Investments • Albuquerque, NM

264d • Hybrid

About The Position

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.

Requirements

• 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.

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree