Global Fund Implementation & Client Experience Manager

Fidelity Investments Inc.; Westlake (TX); Presencial; USD 120.000 - 190.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. is seeking a Manager – FFIO Global Product Solutions to coordinate asset management, product launches, and portfolio transitions.

The role emphasizes delivering timely, accurate operational components for fund events while improving the client experience. You will collaborate with investment operations, trading, compliance, and legal teams to implement new products and capabilities, ensuring minimal disruption and cost efficiency.

Formación

• 7+ years of experience in fund operations or related roles.
• Strong written and verbal communication skills.
• Experience in fund operations (accounting, valuation, custody).
• Knowledge of investment products including pricing, structures, regulations, and distribution.
• Familiarity with portfolio transition management, security settlements, and foreign markets.
• Bachelor’s degree or equivalent required.

Responsabilidades

• Support asset management, investment product and distribution channels in the execution of portfolio launches, retirement plan conversions, mergers/liquidations, and product structure changes.
• Coordinate with internal and third-party partners to provide timely, accurate delivery of operational components of fund events.
• Focus on consistency across front-, middle-, and back-office functions and on improving the customer experience.

Conocimientos

Experience 7+ years

Written and verbal communication

Fund operations (accounting/valuation

Investment product knowledge

Portfolio transition familiarity

Educación

Bachelor’s Degree or equivalent

Descripción del empleo

Fidelity Investments Inc. is seeking a Manager – FFIO Global Product Solutions to coordinate asset management, product launches, and portfolio transitions.

The role emphasizes delivering timely, accurate operational components for fund events while improving the client experience. You will collaborate with investment operations, trading, compliance, and legal teams to implement new products and capabilities, ensuring minimal disruption and cost efficiency.