Manager, Client Service Implementation

Soteria Reinsurance Ltd.; Town of Texas (WI); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Fidelity Investments in Westlake, TX seeks a Manager – FFIO Global Product Solutions to coordinate asset management operations for portfolio launches, conversions, mergers, and product changes. You will work with internal and external partners to ensure accurate, timely delivery of fund events and enhance customer experience.

This role emphasizes cross-functional collaboration across front-, middle-, and back-office teams, and requires strong communication and a deep understanding of investment

Qualifications

• 7+ years of experience preferred.
• Fund operations experience in accounting, valuation, custody.
• General investment product knowledge including pricing and regulatory framework.
• Familiarity with portfolio transition management and security settlements.
• Experience with foreign markets and investments.

Responsibilities

• Support asset management, investment products and distribution channels in portfolio launches and related fund events.
• Coordinate with internal and third‑party partners to ensure timely delivery of operational components.
• Improve the customer experience by driving consistency across front-, middle-, and back-office functions.

Skills

Fund operations

Portfolio transition management

Communication skills

Investment product knowledge

Security settlements

Foreign markets

Education

Bachelor’s Degree or equivalent

Job description

Manager, Client Service Implementation### Manager, Client Service ImplementationApply: Westlake, TX: Full time: Posted Today: 2132050## ## Job Description:## **Manager – FFIO Global Product Solutions**## Note: Fidelity will not provide immigration sponsorship for this position.## ## **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.## ## **The Expertise and Skills You Bring**(The order of these bullets does not matter)* ## 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## **The Team**## ## The Manager FFIO Global Product Solutions will join a team of customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of the Fund Administration unit within FFIO and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while enhancing the customer experience.Fidelity’s Onsite Working Model 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.## ## Certifications:## ## Category:## Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.