The Role
As a Manager for Clearing Client Management, you are responsible for a team of Client Managers (CMs) that lead the operations and service experience. You and your team's day to day role is primarily focused on identifying proactive efficiency opportunities, project management, high level initiatives and critical issues, and demonstrating strategic partnerships across the NF platform. The Manager is responsible for leading and developing the CM team, assisting with pivotal initiatives to progress the service model and maintain client satisfaction, and developing deep relationships with our correspondent clients. In partnership with the Relationship Management team, you and your team represent a best-in-class service team and the face of Fidelity dedicated to your correspondent client and their business.
The Expertise You Have
10 years of Financial Services experience; Brokerage Operations preferred
Bachelor’s degree preferred
Series 7 license required
Series 24 license needed within first 6 months
People management experience desired
Client facing experience required
Project management experience required
Business analysis and consulting experience a plus
The Skills You Bring
You will have outstanding interpersonal and client service skills
Shown success in developing strong professional relationships
Excellent problem solving and consultative skills
You have influencing skills
Industry/brokerage knowledge
The Value You Deliver
Developing and maintain deep client relationships
Driving strategic initiatives
Optimizing the client service experience
Improving operational efficiency
Serving as a client advocate
Interpersonal engagement
The Team
Fidelity Institutional Client Experience Division (CE) provides outstanding customer service to Fidelity's Clearing correspondent broker-dealer clients through innovation, dedication, and commitment to excellence. We ensure a seamless and robust experience for our clients by developing positive relationships to build lasting trust, dedication, and satisfaction.
The base salary range for this position is $85,000-$144,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
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. Note, the application window closes when the position is filled or unposted.
Company Overview
Fidelity 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 Us
At 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 Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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, detailed in this document, 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.
We invite you to Find Your Fidelity at fidelitycareers.com.
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 Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
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