Job Description:
The Role
This leadership role leads a team of exempt Client Service Managers (CSMs) within the Workplace Investing – Defined Contribution Large/Select Corporate Markets. CSMs have primary responsibility for leading all operational functions for Defined Contribution, Non-Qualified, and Health Savings Accounts with our clients. Your success is measured through client satisfaction, loyalty, and retention results, improving operational scale and overall leadership of the team. Requires a desire and ability to participate in and lead cross-functional initiatives which have significant business impact.
The Expertise You Have:
· You have knowledge of DC, NQ, HSA plans and ERISA as well as emerging products such as Charitable Giving and Student Debt.
· You bring leadership experience. Direct associate to manager experience is not required but is preferred.
· You have varied experience in providing client service.
· You are an outstanding relationship builder and communicator.
· You are flexible, can easily shift priorities and bring excellent planning, organizational, influence and communication skills.
The Skills You Bring:
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· Ability to implement strategies for optimally running the team's book of business
· Ability to monitor associate performance to ensure targets are met and/or exceeded; takes corrective action and implements plans as needed.
· Ability to coach, mentor, recognize, motivate and develop associates, evaluating performance, balancing individual workload, compensation planning and analysis, interviewing and hiring decisions.
· Enjoy interacting with clients in various roles and act as a point of escalation.
· Strong problem-solving skills.
· Able to gather and assess client feedback, mentor internal team behaviors to improve interactions, and apply effective conflict resolution skills.
· Strong presentation skills and willingness to participate in Sales meetings.
· Desire to partner with internal business partners at various levels to establish an integration of functions. Internal interactions and relationships occur with Managers, Directors, Vice Presidents and Senior Vice Presidents within one’s organization as well as across other business units.
· Enjoy mentorship and oversight to mitigate, eliminate or reduce operational risk for sophisticated issues to protect our clients and the firm from financial and regulatory risk.
· Enjoy promoting and working through new trends, technology and changing demands.
· Thrive in a climate that supports collaboration between differing viewpoints and teams.
· Can build credibility and trust with diverse partners that can be used in future interactions.
· Promotes and demonstrates diversity and inclusion.
The Team
· We are ultimately accountable for the operational service delivery for DC/NQ/HSA clients.
· We demonstrate inclusive leadership behaviors, build a diverse and inclusive environment, and ensure all associates are provided with a safe and respectful workplace.
· We provide relevant and actionable feedback, recognize where team members can be more effective and implement changes to improve performance.
· We lead projects and initiatives that bring value to the business.
· We act as an escalation point and provide support for the issues at hand for associates, business partners and external client contacts at various organizational levels.
Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact on your registrations before a final hiring decision is made.
Salary Grade: 7
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Client Service OperationsPlease 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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All fields are required. Candidates should limit the number of roles they apply to at any given time.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about 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 experience.
Reasonable accommodations
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 Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.