Fidelity Investments
Client Team Manager - Core Market Defined Benefit
Fidelity Investments, Merrimack, New Hampshire, us, 03054
Client Team Manager - Core Market Defined Benefit
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Client Team Manager - Core Market Defined Benefit
role at
Fidelity Investments .
Job Description In Workplace Investing, the Client Team Manager’s primary responsibility is providing day-to-day management of a team of associates that perform Defined Benefit administration services to Fidelity Defined Benefit clients. The Client Team Manager will also have overall responsibility for the client relationships on a book of clients as a representative of the Defined Benefit Mid-Market service delivery team.
Expertise and Skills
Bachelor’s Degree or equivalent work experience
7+ years in the Defined Benefit industry with 1+ year(s) of associate and client management experience
Excellent coaching and leadership skills
Client consulting and leadership skills
Demonstrate leadership ability with self-motivation and determination
Project management and influence skills
Strong team and client management skills
A deep understanding of Defined Benefit processes and tools
Technically inclined with application experience and proficiency (e.g., Excel, Word, Access)
Strong project management skills and the ability to balance/prioritize multiple projects and understand risk and time management
Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality
Value You Deliver
Serve as primary point of contact for clients for Defined Benefit administration; prepare and participate in regular client service reviews and/or business planning meetings
Lead associates on workload, quality, and timeliness; provide timely feedback on performance; develop effective performance measures; prepare annual performance and bonus reviews
Act as a technical resource and Defined Benefit professional for associates, setting an example of work ethic and continuous improvement
Work closely with senior management to meet business objectives and priorities; lead projects and initiatives for the business unit
Serve our sophisticated client base: provide fee estimate quotes on special projects and lead them according to budget and timelines
Identify and communicate successful and efficient practices to other clients and establish them as defined benefit standard methodology
Play key role in new business activities including client meetings, proposal writing, final presentations
Draft and complete contracts for special projects and be accountable for client financials
Note Fidelity is not providing immigration sponsorship for this position.
The Team This role will reside within Workplace Investing Defined Benefit Operations organization. Responsibilities include handling and leading all aspects of day‑to‑day delivery of Defined Benefit client servicing, business reporting, contractual obligations, and internal scale & efficiency initiatives. Support DB’s interests in collaborating with cross‑product/functional SMEs, Centers of Excellence, and other lines of business. Work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.
Certifications Category: Client Service Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Client Team Manager - Core Market Defined Benefit
role at
Fidelity Investments .
Job Description In Workplace Investing, the Client Team Manager’s primary responsibility is providing day-to-day management of a team of associates that perform Defined Benefit administration services to Fidelity Defined Benefit clients. The Client Team Manager will also have overall responsibility for the client relationships on a book of clients as a representative of the Defined Benefit Mid-Market service delivery team.
Expertise and Skills
Bachelor’s Degree or equivalent work experience
7+ years in the Defined Benefit industry with 1+ year(s) of associate and client management experience
Excellent coaching and leadership skills
Client consulting and leadership skills
Demonstrate leadership ability with self-motivation and determination
Project management and influence skills
Strong team and client management skills
A deep understanding of Defined Benefit processes and tools
Technically inclined with application experience and proficiency (e.g., Excel, Word, Access)
Strong project management skills and the ability to balance/prioritize multiple projects and understand risk and time management
Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality
Value You Deliver
Serve as primary point of contact for clients for Defined Benefit administration; prepare and participate in regular client service reviews and/or business planning meetings
Lead associates on workload, quality, and timeliness; provide timely feedback on performance; develop effective performance measures; prepare annual performance and bonus reviews
Act as a technical resource and Defined Benefit professional for associates, setting an example of work ethic and continuous improvement
Work closely with senior management to meet business objectives and priorities; lead projects and initiatives for the business unit
Serve our sophisticated client base: provide fee estimate quotes on special projects and lead them according to budget and timelines
Identify and communicate successful and efficient practices to other clients and establish them as defined benefit standard methodology
Play key role in new business activities including client meetings, proposal writing, final presentations
Draft and complete contracts for special projects and be accountable for client financials
Note Fidelity is not providing immigration sponsorship for this position.
The Team This role will reside within Workplace Investing Defined Benefit Operations organization. Responsibilities include handling and leading all aspects of day‑to‑day delivery of Defined Benefit client servicing, business reporting, contractual obligations, and internal scale & efficiency initiatives. Support DB’s interests in collaborating with cross‑product/functional SMEs, Centers of Excellence, and other lines of business. Work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.
Certifications Category: Client Service Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
#J-18808-Ljbffr