The Role
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.
The Team
The Strategic Defined Contribution CSM organization provides record keeping to nearly 300 clients representing more than $1.5 trillion assets under administration and 11 million participants. Our clients view us as a trusted partner who demonstrates expertise in client services, specializes in workplace benefits and uses the power of Fidelity’s community to generate greater well-being for strategic market clients.
The Expertise You Bring
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
The Skills You Bring
Strong leader with ability to influence and navigate within a highly complicated, matrixed environment Demonstrated ability to deliver against challenging goals and objectives Excel in providing proactive consultation to external clients and internal partners Possess the ability to build relationships with individuals at all levels of the organization Strong, strategic problem solver and storyteller who can measure the effectiveness of solutions and communicate the value to business partners and clients Proven track record to provide solutions to complicated issues; a naturally creative problem solver who can work with colleagues and business partners in new and different ways to deliver results Balance and prioritize multiple, concurrent objectives while meeting or exceeding targetsThe Value You Deliver
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
Travel
Required – between 10% -15% of the time annually
Location
This position does have a remote work option if you are not located near a Fidelity location
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer.
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