Job Description

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 targets

The 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. 

Certifications:

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.