Director, Client Service Manager

Responsibilities

• Owning the administration of new client contacts and supporting them throughout their life cycle
• Collaborating closely with clients and other business partners to provide direction and insight into Fidelity’s suite of products and services
• Developing new business opportunities and managing against operational feasibility
• Collaborating and influencing outcomes in a large matrix-managed environment and across multiple and diverse groups
• Participating in architectural system designs to meet client needs
• Complying with regulatory and policy mandates
• Ensuring all procedures are updated to mitigate process risks
• Ensuring the accuracy and timeliness of client requests
• Identifying improvements towards process efficiency and risk mitigation

Requirements

Proven experience in Financial Service Operations and Client Management

Knowledge of or experience in:

• Transfer agent operations
• SEC regulations
• Treasury operations or shareholder services of a publicly traded company

Skills And Expertise You Bring

• Effective written, verbal and listening skills
• Strong analytic, problem solving and decision-making skills
• Developed project management skills
• Intermediate proficiency with Microsoft Office Suite
• Flexibility in schedule

Team

Fidelity Labs is Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses, and financial institutions we serve.

Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture.

Learn more at labs.fidelity.com.

Pay

The base salary range for this position is $95,000-186,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Schedule

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.

Benefits

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.