Senior Manager, Service Consultant

Fidelity•Merrimack, NH

9d•Hybrid

About The Position

The Role The Service Consultant is an integral member of the business unit. To be effective, you will uncover client needs and opportunities by proactively developing a deeper understanding of client goals and challenges. With this understanding of your client’s businesses, you’ll identify and implement strategic solutions that influence positive outcomes the business partner. You will manage the client’s product portfolio and work directly with Product colleagues. Together, you ensure clear priorities and deliver efficient business value. With your knowledge and commitment, you will become a collaborative and resourceful member of our regional team, sharing best practices, and driving successful regional results. In your role you will be asked to present to management of both Fidelity Fund & Investment Operations (FFIO), Business Partners, and other key stakeholders across the firm as it relates to the strategic objectives and key initiatives. Within the Relationship Management Team this role will report to the Vice President, Relationship Management. To be successful in this role, you will have experience working within a major enterprise, being entrepreneurial and scrappy, and building new relationships and partnerships.

Requirements

5+ years of relevant work experience in the financial services industry, particularly in relationship management or client support
Bachelor’s degree or equivalent experience required
Solid understanding of financial services, advisory business models and the accompanying ecosystem that supports these advice business models, or ability to build that knowledge quickly
Proven success developing and managing networks and cooperative efforts internally with other business units in a complex organization
Strong team orientation
Experience partnering on cross-functional project teams to achieve a desired outcome
Demonstrated ability to operate independently across a matrixed organization while supporting a key initiative
Natural curiosity and passion for improving day-to-day experience of both associates and customers
A citizen-developer mindset with experience using technology to solve everyday business problems
Ability to cultivate collaborative relationships and form effective working partnerships
Comfort with storytelling in front of large and/or executive level audiences
Excellent verbal and written skills with proven ability to champion recommendations and influence decisions at all levels of management
Experience in creating and implementing project plans while prioritizing multiple tasks at the same time
Commitment to hitting deadlines and strong aptitude for prioritization and time management
Proven consulting skills
Proficiency in Salesforce, Tableau, Excel, Jira, Jira Align a plus

Nice To Haves

Prior entrepreneurial experience and/or panel management experience desirable
Background in developing and applying strategy crafted to effect a change in behavior across a large organization preferred

Responsibilities

Main contact for Change the Business requests and owner of the clients Product Portfolio
Partner with Relationship Manager to initiate strategic business discussions with clients
Conducts backlog grooming and prioritization discussions with business partners
Help to identify viable solutions and owners to business partners problems
Escalation point for Tribes for requirements
Create reporting and provide product portfolio updates in BP Relationship Meetings
Working with the client to prioritize requests accurately
Analyzing data/information to advise priorities, decisions and build a point of view to share with your clients
Monitoring successful execution of solutions and act as an advocate for your clients in order to keep initiatives on track
Monitoring client satisfaction