Manager, Client Service Implementation

Fidelity Investments • Westlake, TX

1d • Onsite

About The Position

The FFIO – GPS Manager will support asset management, investment product and the distribution channels in the execution of portfolio launches, retirement plan conversions, mergers/liquidations, and product structure changes. This is done via coordination with internal and third-party business partners to provide timely, accurate delivery of operational components of fund events. The manager is focused on consistency, works across front-, middle-, and back-office functions, and is focused on improving the customer experience. The Manager FFIO Global Product Solutions will join a team of customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of the Fund Administration unit within FFIO and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while enhancing the customer experience.

Requirements

• Effective written and verbal communication
• Fund operations experience in one or more areas: accounting, valuation, custody
• General investment product knowledge including product pricing, investment structures, regulatory framework, and/or distribution
• Familiarity with portfolio transition management, security settlements, foreign markets
• Bachelor’s Degree or equivalent

Nice To Haves

• 7+ Years of experience preferred

Responsibilities

• Support asset management, investment product and distribution channels in the execution of portfolio launches, retirement plan conversions, mergers/liquidations, and product structure changes.
• Coordinate with internal and third-party business partners to provide timely, accurate delivery of operational components of fund events.
• Ensure consistency across front-, middle-, and back-office functions.
• Improve the customer experience.
• Create innovative implementation and portfolio transition solutions.
• Collaborate with investment operations, trading, compliance, legal, and oversight teams.
• Design client on-boarding and transition strategies that minimize portfolio disruption and transaction costs while enhancing the customer experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager