Client Team Manager Mid-Market DB

The Skills You Bring

• You have strong team and client management skills
• You have a deep understanding of Defined Benefit processes and tools.
• You must be technically inclined with application experience and proficiency (e.g., Excel, Word, Access, etc.)
• You have strong project management skills and the ability to balance/prioritize multiple projects and an understanding of risk and time management
• You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality

The Value You Deliver

• Serve as primary point of contact for clients for Defined Benefit administration. Prepare and participant in regular client service reviews and/or business planning meetings
• Lead associates on your team in the capacity of workload, quality, and timeliness. Provide timely feedback on performance in order for associates to lead their daily tasks/deliverables, progress on their development and address any outstanding performance issues. Develop effective performance measures and work with the associates on goals and initiatives that will improve both the organization and the associates' career development. Prepare annual performance and bonus reviews for associates
• Act as a technical resource and Defined Benefit professional for your associates, and lead by example for work ethic, professional conduct and nurture an atmosphere of continuous improvement
• Work closely with senior management to meet business objectives and priorities. Serve as a leader and run projects and/or initiatives for business unit
• Work with our most sophisticated client base which includes: plan complexity, higher numbers of plans, participants, transaction volume, and special projects. Provide fee estimate quotes on special projects requested by the client and lead those projects according to budget and timelines
• Identify and communicate successful and efficient practices used for own client(s) that may be brought to bear across other clients and instituted as the defined benefit standard methodology
• Play key role in new business activities including client meetings, proposal writing, final presentations, etc.
• Draft and complete contracts for special projects and accountable for client financials

The Team

This role will reside within Workplace Investing Defined Benefit Operations organization. You will be responsible for handling and leading all aspects of the day to day delivery of Defined Benefit client servicing, business reporting, contractual obligations, and internal scale & efficiency initiatives. You will support DB's interests in collaborating with the cross product/functional SME's, Center of Excellence and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.

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.

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.