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Managed Deployment Service Manager, Client Experience

Company: Fidelity Investments
Location: Smithfield
Posted on: September 20, 2023

Job Description:

Job Description:The RoleA Managed Platform Service Manager is responsible for the successful launch, deployment and servicing of the Fidelity Managed Account Xchange (FMAX) to Fidelity Custody & Clearing Services clients.\u00A0 The Service Manager is responsible for developing relationships with clients, responding to inquiries, executing tasks, engaging with third parties to resolve tasks and meeting the clients needs and business expectations.\u00A0 [Responsibilities include: configuration and oversight of multiple systems integrations, including those of the client, vendor, and Fidelity; provide project management oversight and educate clients on configuration options available on the platform; liaising with clients for issues and inquiries related to their managed account business; educate client on the Managed Account Platform; communicate and escalate service related issues quickly and efficiently ensuring that all affected business partners are notified; coordinate with various stakeholders to develop creative solutions when no clear answer is available; develop subject matter expertise to clearly articulate product features and benefits allowing clients to maximize use and efficiency of the offering.]\u00A0\u00A0
The Expertise and Skills You Bring

  • Bachelor s degree required
  • Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)
  • Client facing service experience required
  • Series 7 & 63 preferred
  • You are obsessed with delivering a superior client experience to our financial intermediary client base
  • You can make decisions and act without the total picture
  • You can comfortably handle risk, uncertainty and change
  • You possess strong analytical and problem-solving skills and a willingness to make the extra effort to resolve issues
  • Excellent verbal and written communication skillsThe TeamThe Managed Platform Service team will consist of Fidelity associates who consult regularly with RIA and Broker-Dealer firms to service their managed account business.\u00A0 The team utilizes internal systems as well as third party managed and financial planning platforms.\u00A0 The team is part of a larger group, Client Conversion Services (CCS) which falls under the Client Experience division within Fidelity Institutional.\u00A0 Associates within Client Experience are responsible for the majority of a client s interactions with Fidelity, and is therefore primarily responsible for the client \u201Cexperience\u201D with the Fidelity brand.\u00A0 As a Managed Platform Service Manager, you rely on and are relied upon by multiple teams within and outside CCS to ensure the new managed platform is fully integrated within the clearing and custody offering which includes internal systems, policies and procedures.\u00A0\u00A0Certifications:Company OverviewFidelity 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 UsAt 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 , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling \u0022.\u0022We invite you to Find Your Fidelity at .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 Leave of Absence/Accommodation Team by sending an email to--, or by calling 800-835-5099, prompt 2, option 3.

Keywords: Fidelity Investments, Woonsocket , Managed Deployment Service Manager, Client Experience, Executive , Smithfield, Rhode Island

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