Manager, Client Service Implementation
About the role
The FFIO – GPS Manager will support asset management, investment product and the distribution channels in the execution of portfolio launches, retirement plan conversions, mergers/liquidations, and product structure changes. This is done via coordination with internal and third-party business partners to provide timely, accurate delivery of operational components of fund events. The manager is focused on consistency, works across front-, middle-, and back-office functions, and is focused on improving the customer experience.
Requirements
- 7+ Years of experience preferred
- Effective written and verbal communication
- Fund operations experience in one or more areas: accounting, valuation, custody
- General investment product knowledge including product pricing, investment structures, regulatory framework, and/or distribution
- Familiarity with portfolio transition management, security settlements, foreign markets
- Bachelor’s Degree or equivalent
- Certifications Category: Client Service
Note: Fidelity will not provide immigration sponsorship for this position.
Schedule
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.